Assistant Deceased Estates Administrator

 

Recruiter:

Execuplace Appointments

Job Ref:

927

Date posted:

Friday, May 20, 2022

Location:

Johannesburg, South Africa

Salary:

R180K to R210K


SUMMARY:
Assistant Deceased Estates Administrator - Fiduciary Services

JOB DESCRIPTION:

Our client, a dyamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator


Key Responsibilities

Estate Administration (consisting of, but not limited to:)

- Independently administering the Estate within regulatory guidelines

- Preparation of all estate related letters (with applicable annexures) to institutions

- Completion of all transfers and redemption forms

- Preparing and placement of statutory required advertisements

- Obtain all relevant tax certificates

- Meticulously diarising and following up on outstanding matters

- Liaising with clients and assisting with general e-mail and telephonic enquiries

- Liaise with correspondence and courier services

Last Will &Testament Administration (Quarterly Accounting (Preparation)

- Processing of all documentation on the Company''s standard administration system

- Obtain relevant information from client by e-mailing the Request for drafting a Will document to the client

- Set up appointments

- Scan andlog orginal signed Will into fireproof safe

- Send letter of acknowledgement/receipt to the client

- Diary management

- Maintain accurate Wills records and assist with annual audit of Wills in the safe


Skills and experience required

- Minimum of 2 -3 years'' experience with a professional deceased estate administration environment

- Basic knowledge of Wills and the Wills Act

- Computer Literacy essential - MS Office (Word, Excel, PowrPoint, Outlook)

- Excellent communication skills (client and service providers)

- Strong administrative position


Personal Attributes

  • Customer Focussed
  • High work standards
  • Managing work
  • Attention to detail
  • Planning skills
  • Ability to work independently
Office Hours
08h00 - 17h00
There will be occasions where the incumbent would need to work overtime.
 
Please will you e mail your CV with certificates and a copy of your ID.

 

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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