To provide world-class, professional and quality driven services to satisfy both the client and candidate’s needs. The goal is to develop customised approaches to fit our client’s specific requirements and establish permanent relationships with our clients, through listening, understanding and excelling in services provided.
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Our client, a reputable law firm is seeking a detail-oriented and professional Estate Secretary with a minimum of 2 years’ experience to join their team. The successful candidate will be responsible for handling estate administration processes with precision and confidentiality while ensuring compliance with legal standards.
Minimum Requirements:
Matric Certificate.
Relevant legal qualification.
Advantageous: Vehicle and valid Driver’s License.
Minimum of 2 years of proven experience as an Estate Secretary.
Thorough knowledge of estate law and processes, including the Administration of Estates Act.
Proficiency in Microsoft Office Suite especially with Excel, Word and Outlook.
Strong organisational skills with a keen eye for detail.
Excellent written and verbal communication skills.
Ability to handle sensitive and confidential information with discretion.
Client-centric approach with the ability to work well under pressure.
Roles and Responsibilities:
Draft and process all estate-related legal documents, including Liquidation and Distribution accounts.
Administer deceased estates from the reporting phase to finalisation.
Liaise with clients, beneficiaries, financial institutions, and other relevant parties regarding estate matters.
Maintain accurate and up-to-date records for each estate file.
Communicate effectively with the Master of the High Court, SARS, and other relevant authorities.
Prepare and submit estate tax returns, including income and estate duty.
Ensure that all documentation is compliant with statutory and internal firm policies.
Assist with opening estate bank accounts and transferring assets.
Provide timely updates and respond promptly to client inquiries.
Manage administrative tasks, including drafting correspondence, document filing, and scheduling appointments.
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