Junior Estate Administrator

SUMMARY:
About our Client
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
 
About the Role
The Junior Estate Administrator is responsible for coordinating the end-to-end administration of low risk / non-estate dutiable deceased estates in accordance with PCT standard operating procedures, the Administration of Estates Act and the Master’s Office requirements.

This includes taking instructions from heirs/next of kin, collecting and verifying supporting documentation, compiling and submitting reporting  packs and statutory forms via the Master’s Office (including the Master’s online portal), liaising with stakeholders and institutions, maintaining accurate file notes and records, and following up on outstanding queries to ensure timeous progression and finalisation of each matter.

POSITION INFO:
Key Responsibilities

• Prepare and submit reporting packs, statutory forms, and supporting documents to the Master’s Office via online portal and in-person lodgements.
• Draft and submit correspondence to the Master’s Office, including responses to queries, undertakings, and follow-ups.
• Engage with heirs/next of kin to obtain instructions, explain the estate process, and collect required information and documentation.
• Compile, quality-check, and report estates in line with internal SOPs and compliance requirements.
• Open, maintain, and update estate files, ensuring accurate recordkeeping, diary management, and follow-ups.
• Liaise with banks, insurers, investment platforms, employers, SARS, and other relevant institutions to obtain estate information and supporting documents.
• Prepare Liquidation and Distribution Accounts, reconciliations, and related schedules for review.
• Assist with estate duty, tax, compliance, and clearance requirements.
• Process distributions to heirs/beneficiaries and ensure accurate finalisation and closure of estate files

• 1-3 years relevant experience within a fiduciary environment experience in estate administration or related field
• Relevant tertiary qualification (diploma/certificate) in Estate Administration or busy completing relevant legal degree
• MS Office Suite
• Accuracy

• Devotion to quality
• Dutifulness ‘
• Planning
• Structuring
• Cooperation
• Integrity
• Providing feedback
• Sensitivity