Deceased Estates Administrator – Half Day, Somerset West

SUMMARY:
Do you know estate administration well and have experience keeping files moving, step by step, to finalisation?
 
Our client based in Somerset West requires your expertise in this field to join their highly successful team.

POSITION INFO:
REQUIREMENTS

• Matric, with Mathematics / Mathematical Literacy, and/or Accounting
• A certificate in Estate Administration (preferable)
• Three years' experience in an estates administration role
• Experience using LegalEase (highly advantageous)
• Clear and compassionate communication skills
• High attention to detail
• Resilience and ability to deal calmly but firmly with authorities

• Placing advertisements in local newspapers and the Government Gazette
• Ensuring advertisements are placed accurately and within agreed deadlines
• Registering the estate at the Master's office, including the prep of paperwork required
• Obtaining the Letter of Executorship
• Completing registrations accurately and within agreed deadlines
• Registering SARS profiles and completing income tax returns for the deceased (before and after death)
• Registering the estate for income tax
• Completing tax returns accurately and within deadline dates
• Completing the L&D accounts and submitting them to the Master for approval
• Attending to subsequent memos and queries from the Master
• Managing all correspondence with the Master, creditors and financial institutions
• Monitoring and following up on correspondence regularly until the estate is wrapped up
• Manage all correspondence on Greatsoft
• Communicating regularly, clearly and compassionately with the family of the deceased
• Assisting general office administration, as requested by Directors timeously