Estate & Wills Administrator at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established office and team which is growing rapidly. We require an Estate & Wills Administrator to join an efficient fiduciary service to the existing and growing client base.
• You will also be supporting the financial advisers in the office in a supporting role in as far as fiduciary services are concerned.

Responsibilities:

• Filing, scanning, telephone communication, administration support
• Furnishing of regular progress reports to clients and interest parties.
• Maintaining constant client contact in a friendly and sensitive manner.
• Drafting of legal documents relating to estates administration.
• Communication with personnel of 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.
• Keeping of and maintaining of Wills Register.
• Liaising with attorneys, accountants, valuators, auctioneers and insurance companies to ensure prompt and efficient finalization of an estate.
• Attending to the diarising of office files and following up on outstanding matters.
• Attend to enquiries from clients, colleagues and interested parties.

Minimum requirements:

• Grade 12
• Currently studying or completed a B.Com Law or relevant legal degree
• At least 3 years relevant work experience within the financial industry & similar role (Fiduciary experience)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Resilience
• Highly motivated, diligent and passionate about law in the estates’ department
• Computer literate in at least MS Word and MS Excel.
• Ability to work independently and systematically, using initiative and be able to work on several matters at a time

Closing date:    31-Jan-2026