Transfer and Estate Secretary

SUMMARY:
Our client is seeking an experienced transfer and estate secretary to join their company in Cape Town

POSITION INFO:
Location:
Durbanville Cape Town

Job Requirements:
Fully Bilingual 
Good verbal and written skills
Work well under pressure
Must be computer literate

Job Duties: 

Securities Transfer Duties:

1. Processing Transfers – Handling the transfer of stocks, bonds, and other securities between parties.
2. Maintaining Records – Keeping detailed records of ownership changes and updating internal databases.
3. Coordinating with Registrars & Transfer Agents – Ensuring accurate and timely processing of securities transactions.
4. Verifying Documentation – Reviewing legal documents to confirm ownership and compliance with regulatory requirements.
5. Handling Dividends & Corporate Actions – Managing shareholder benefits, such as dividends, stock splits, or mergers.

Estate Administration Duties:

1. Assisting with Probate Process – Coordinating the transfer of assets from deceased persons to beneficiaries or executors.
2. Reviewing Wills & Trusts – Ensuring that estate distribution follows legal guidelines and the deceased's instructions.
3. Communicating with Executors & Beneficiaries – Providing guidance and updates on estate settlement procedures.
4. Coordinating with Legal & Financial Teams – Working with attorneys, financial advisors, and tax professionals to manage estates.
5. Filing Legal & Tax Documents – Submitting necessary forms, such as estate tax returns and asset transfer documents.