Deceased Estates Administrator, Port Elizabeth

About the job Deceased Estates Administrator

Deceased Estates Administrator Academic Qualifications Required: Matric (Grade 12) Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous Basic Bookkeeping Diploma would be advantageous Code 08 Drivers License and own transport Key Duties and Responsibilities Key Performance Indicators:Assisting with the drafting of Wills and maintaining database Assisting with the scheduling of interviews with family members of a deceased client and the Manager Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weeklyTravelling to Masters Court or clients on request of Manager Writing of letters regarding assets and liabilities Obtain valuations of assets Attend to sale or transfer of shares and fixed property Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS Drafting payment requests of all claims filedLiaise with family members with regard to the progress of estate and trust matters Opening of banking account in the name of the estate and putting all matters onto Greatsoft All filing Maintain a diary×heet Assisting with drawing up of Liquidation and Distribution accounts Attend to all matters relating to curatorship estates Assisting with drawing up of curatorship accounts Attend to Will Trusts Maintain a record of work in progress (Submitted weekly to Senior) Refer complex problems to SeniorMaintain a monthly cashbook of all estates Trust administration Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms, etc. Assisting with the completion of Trust DocumentsFollowing up with financial institutions on a weekly basis and reporting them to the ombudsman if no response within a specific timeframe Compliance with The Companys System of Quality Management (SOQM), policies, and procedures Compliance with The Companys Employee Code of Conduct, which consists of The Companys HR policies, SAICA, IRBA, and IESBA Codes of Conduct

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