Estate Administrator

Application Deadline:
September 9, 2024
Department:
Estates
Employment Type:
Full time
Location:
Gqeberha
Positions open:
1

Outputs / Core Tasks:

Independent administration of deceased estates, including the following responsibilities :  

  1. Report estates to relevant parties.
  2. Gather and evaluate information in order to prepare a Liquidation and Distribution account.
  3. Draft final settlements and reconciliation statement of heirs.
  4. Transfer / realise assets such as shares, unit trusts and fixed property.
  5. Assist stakeholders and intermediaries during the process.
  6. Knowledgeable re Income Tax. CGT, Estate Duty, VAT.
  7. Interpretation of wills.
  8. Liaise with wills, estate and trust clients.
  9. Manage own work flow and meet targets

 

Requirements:

Qualifications:

  • Grade 12
  • Estate & Trust Diploma or Legal Degree will be a strong recommendation

Experience:

  • At least 5 years estate administration experience, including administration of more complex estates. 

Knowledge:

  • Knowledge of relevant acts linked to estate administration.
  • Knowledge of drafting of wills.

Competencies:

  • Communicates effectively
  • Financial acumen
  • Decision quality
  • Manages complexity
  • Cultivates innovation
  • Order and accuracy 
  • Plans and aligns
  • Independence
  • Drives results
  • Customer focus
  • Collaborates
  • Being resilient
  • Computer skills

 

Should you not hear from us within three weeks after closing date, please assume that your application has been unsuccessful.

Promoting excellence and commitment towards Employment Equity

Couldn't find the role you were looking for?

Submit your CV and we will be in touch when a position that meets your criteria opens up.