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

Responsibilities:

Deceased Estates

• Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations.
• The administration and unwinding of new and existing deceased estates.
• To liaise and advise clients, heirs, financial advisors on the administration of deceased estates.
• Corresponding with banks and other entities to obtain information about estate assets and liabilities.
• Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.
• Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.

Trust Administration

• The administration of inter vivos and testamentary trusts, the drafting of new trust deeds, the drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, conducting trust audits on existing trusts.
• To liaise and advise clients, trust-beneficiaries, financial advisors on the administration of trusts and estate planning regarding trusts.

Drafting of Wills

• The drafting of wills, will and estate consultations.
• To liaise and advise clients and financial advisors on the drafting of wills and estate planning.

Minimum requirements:

• Matric
• Completed LLB or other related degree.
• 7 - 10 years’ experience in the administration of deceased estates.
• Extensive experience in the administration of deceased estates
• Experience with working on LegalEase or similar deceased estates program.
• Should be able to take over a table of in-process deceased estate files.
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong administrative skills

Recommendation:

• Courses / diplomas in the administration of deceased estates
• Knowledge of legal practices and terminology

Competencies required:

• Communication skills
• Team player
• Planning and Organizing skills
• Prioritization
• Problem-solving skills