DECEASED ESTATES CONSULTANT at RSM

Job description

We are currently looking for a Deceased Estates Consultant for our Johannesburg office. Below is a guideline of the role and responsibilities, qualifications and requirements.

ROLE AND RESPONSIBILITIES

• Attending to and communicating with clients, beneficiaries, companies, colleagues and deceased's family/heirs, third parties and The Masters Office during estate process and any other interested parties in a confidential, compassionate, sensitive and friendly manner.
• Preparation, submission and tracking of all documents required by The Masters Office for each stage of the estate process
• Attending to advertising requirements
• Closing accounts and notifying relevant third parties
• Following up on outstanding information/documents from family/heirs/third parties
• Keeping relevant Executor informed of progress at each stage and keeping file organised and up to date
• Capturing all relevant data onto the Legal Ease software
• Attending to drafting and finalising of Liquidation and Distribution accounts
• Updating cashbooks per bank statements and attending to final reconciliation of accounts for final payment to heirs
• Attend to all other necessary administration in respect of deceased estates.

QUALIFICATIONS AND EXPERIENCE

• Matric Certificate with maths and preferably accounting.
• Diploma in wills drafting and/or deceased estates administration or legal degree is essential.
• Diploma or experience in bookkeeping would be an advantage
• Minimum of 1 – 2 years working experience in estate administration or an administrative role.

SKILLS AND COMPETENCIES

• Accuracy and attention to detail.
• Excellent problem solving skills.
• Results and learning orientation.
• Good interpersonal and communication skills and excellent written and verbal communication.
• Sense of urgency and time management.
• Ability to prioritise and use own initiative.
• Be proactive, reliable and able to take responsibility for work done.
• Ability to be discrete when handling confidential information and exercise good judgement.
• Willingness to learn and become more efficient and effective towards responsibility.
• Commitment to offering the highest level of service to clients of the firm.
• Computer literacy: Outlook, MS Word, MS Excel, LegalEase Software.