19 Oct
Dante Personnel
Menlyn
Duties:
- Provide direct support to the fiduciary advisors with regards to the administration of estates-, trusts- and wills
- Have a good understanding of the fiduciary services environment and assist and attend to various aspects of such administration
- Maintaining constant client contact in a friendly and sensitive manner
- Communicating with personnel of the South Africa Revenue Services and auditors regarding income tax and estate duty matters in estates
- Communication with and maintaining of good relations with personnel of the offices of the Master of the High Court
- Liaising with service providers, attorneys, accountants, valuators, auctioneers and insurance companies ot ensure prompt and efficient finalization of an estate
- Preparing draft letters, transfer- and other relevant forms for signature by the fiduciary advisors
- Preparing various estate- and trust forms and documents; arrange signatures and submissions to the Master of the High Court
- Create and maintain physical and digital files and statistics
- Verifying bank account details of creditors, heirs and beneficiaries and loading of payments. Attending to the diarising of office files and following up on outstanding matters
- Attending to enquiries from clients, colleagues and interested parties.
- General administrative duties
Minimum requirements:
- Grade 12
- Minimum 4 years experience in deceased estate administration (preferably)
- Relevant tertiary qualification in law or deceased estates administration will be advantageous
- Legal Ease experience will be advantageous
- Fluent in Afrikaans & English will be advantageous
Candidate must be able to start fairly soon
Consultant: Erin Hardy - Dante Personnel Pretoria Silver Lakes
▶️ Deceased Estates Admin Assistant
🖊️ Dante Personnel
📍 Menlyn