Deceased Estate and Trust Administrator Assistant | Pretoria, Gauteng at PSG Konsult Ltd

Job description:

To administer deceased estates ranking from normal to more complex estates. The Estate Administrator is responsible for the entire deceased estate administration process, liaises with clients, government authorities and private institutions.

Responsibilities:

• Open, draft, liaise and register all estate matters
• Consultation with all parties and heirs and obtain all documentation required for the reporting of the Estate to the Master’s Office
• Attend to Letters of Executorship and follow up with the Master’s Office
• Place advertisements in local newspapers and Government Gazette
• Open Estate Late Bank account
• Manage all correspondence with the Master, creditors and financial institutions
• Register SARS profiles and compile information for income tax returns and Estate Duty information for tax practitioners
• Draft all Liquidation and Distribution accounts in the respect of the Estate, lodging the L&D account with the Master’s Office
• Attend to work in progress on a daily basis and diarise necessary follow-ups
• Communicate with all heirs or other parties concerned relating to estate matters

Minimum requirements:

• LL.B or B.Comm (Law) or Adv Diploma in Trust and Estate Administration
• 5 years’ relevant work experience within estate administration
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Recommended requirements:

• Adv Diploma in Trust and Estate Administration

Competencies required:

• Strong communication skills (written and verbal)
• Strong interpersonal skills
• Ability to work using own initiative, prioritize own work and be flexible to changing business and departmental needs
• Excellent organisational skills
• Be willing to work in a high-paced environment
• Willing to work in a team but can function independently