Estates Administrator

 

Recruiter:

Staff Solutions Recruitment

Job Ref:

PE004896/CM

Date posted:

Wednesday, September 7, 2022

Location:

Capetown, South Africa

Salary:

Monthly


SUMMARY:
Our Client situated in the Northern Suburbs, Cape Town is looking for an Estates Administrator to join their team

JOB DESCRIPTION:

  • Opening, drafting, liaising and registration of all estate matters
  • Liaise with the clients cordially, telephonically, or physically
  • Attending to receiving and sending of all faxes, emails, associated with transactions
  • Consultation with all parties and heirs and obtain all documentation required for the reporting of the Estate to the Master’s Office
  • Attending to all Letters of Executorship and/or Letters of Authority from the Master’s Office, or following up where necessary
  • Attend and placing of all section 29 Advertisements, writing to all creditors of the Deceased, obtaining valuations for the deceased estate, where necessary
  • Drafting all Liquidation and Distribution accounts in the respect of the Estate, lodging the L&D account with the Master’s Office
  • Obtaining approval for advertisement in terms of Section 35
  • Attend to work in progress daily and diarize necessary follow-ups
  • Communicate with all heirs or other parties concerned relating to estate matters
  • Send weekly/monthly progress reports to all Estate Agents, Mortgage Bond Originators, Bankers, etc.
  • Attend to the Finances related to the transaction after registration
  • Attend to all Tax assessments relation to the estate account in respect of SARS
  • Attend to all aspects relating to Estate Duty in respect of the estate, dealing with Capital Gains Tax, where necessary
  • Assist with new Wills and Trusts
Must Have:
  • Matric
  • Related Tertiary Qualification would be advantageous 
  • Min 3yrs experience in similar role

 

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


 

 

 

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