Senior Estate Practitioner

The Senior Estate Practitioner can independently process a deceased estate from inception to finalization. This role

attends to the holistic and overall administration process. The candidate must be able to work hard, be constructive,

follow-through, have empathy and be honest.

Roles and responsibilities

• Administer deceased estates - independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
• Deliver amazing service and quality work.
• Produce monthly milestones – new estates, L&Ds, closures.
• Produce milestones with limited day-to-day management.
• Finalise the estates with precision, speed and quality.
• Cherish every estate, treat it as precious and take pride in the administration process.
• Identify risk in the estates and potential difficulties early in the administration process.
• Seek solutions and escalate to management when required.
• Assess cash flow needs.
• Deal with various stakeholders successfully to finalise milestones.

What we look for in our ideal candidate

Education and experience requirements

• Matric
• Relevant Qualifications (LLB/Deceased Estates Administration)
• At least 5+ years’ experience as an Estates Administrator (including LegalEase, CGT)
• Computer literate and technologically savvy.

Key skills

• Be able to work within a high-volume environment.
• Have excellent administrative skills
• Handle stressful situations appropriately
• Be solution-driven
• Provide feedback to their manager in the form of reports
• Ability to share knowledge and expertise with junior resources
• Have excellent client service skills – ensure that the executors, beneficiaries, creditors, debtors and other stakeholders of the estate are kept informed of progress

Personal abilities

• Empathetic, friendly, professional, and accountable
• Assertive yet compassionate
• Ability to perform well under pressure
• Mature, confident, and resilient
• Assertive yet compassionate
• Excellent listening and communication skills
• Ability to perform well under pressure
• Takes ownership for results

Remuneration is market related