Estates Assistant / Administrator

SUMMARY:
Our client is seeking a qualified Estates Assistant / Administrator.

POSITION INFO:
Requirements: (non-negotiable)

1. Experience in the legal field, especially Trust and Estates; or
2. Diploma or degree in law or Estates/Trust will be to your advantage.
3. Matric;
4. Applicant should have a drivers license
5. fully literate in Microsoft Office.

Responsibilities:

1. Filing;
2. Following up on correspondence with regards to Estate and Trust matters;
3. Reporting matters to the ombudsman at various financial institutions;
4. Reporting matters to complaints departments at various financial institutions;
5. Uploading documents to SARS with regards to the Estates;
6. Assisting and drafting payment requests;
7. Assisting and drafting documents to transfer a Motor Vehicle from an Estate;
8. Assisting and drafting of document to register a Trust at the Master of the High Court, as well as changes made to Trustees and Beneficiaries;
9. Deliver and pick up documents;
10. Assisting in drafting of Wills and Estate Documents;

Salary:
R17,000 - R20,000 CTC
Mandatory medical aid & provident fund deductions

 

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