SUMMARY:

Deceased Estates Administrator 

POSITION INFO:

Key Responsibilities

• Administer deceased estates from inception to finalisation.
• Report estates to the Master of the High Court.
• Prepare and submit the required estate documentation.
• Liaise with the Master’s Office, SARS, financial institutions, insurance companies, beneficiaries, creditors and other relevant parties.
• Obtain valuations of assets and liabilities.
• Place statutory advertisements and manage creditor claims.
• Draft Liquidation and Distribution Accounts.
• Arrange the transfer or sale of estate assets.
• Attend to tax-related documentation and obtain tax clearance where required.
• Maintain accurate estate files, records and correspondence.
• Monitor estate timelines and follow up on outstanding information.
• Keep executors, beneficiaries and relevant stakeholders informed of progress.
• Prepare estate reconciliations and assist with the distribution of inheritances.
• Ensure compliance with applicable legislation and Master’s Office requirements.

Minimum Requirements

• Previous experience administering deceased estates is essential.
• Sound knowledge of the Administration of Estates Act and related estate procedures.
• Experience dealing with the Master of the High Court and SARS.
• Ability to draft Liquidation and Distribution Accounts.
• Strong numerical and financial administration skills.
• Proficiency in Microsoft Office.
• Experience using estate administration software will be advantageous.
• A relevant legal, fiduciary, paralegal or estate administration qualification will be advantageous.

Skills and Competencies

• Excellent attention to detail and accuracy.
• Strong organisational and time-management skills.
• Ability to manage several estates simultaneously.
• Professional written and verbal communication skills.
• Discretion when handling confidential and sensitive information.
• Ability to work independently and meet statutory deadlines.
• Strong follow-up and problem-solving ability.
• Empathetic and professional approach when dealing with bereaved families.