Estates Assistant at Momentum Metropolitan Holdings Limited

Qualifications:

• Matric or NQF Level 4 equivalent

Experience:

• Background in deceased estates and legal documents (advantegous)
• Solid administrative background

Duties & Responsibilities

Estate Renunciation:

• Prepare the Renunciation letter and attach associated documents including the Original will, to hand forward to the Take on team as instructed.

Processing of documents receive from heirs:

• Acknowledge receipt of specific documents to the Take on team.
• Arrange for specific documents as instructed to be certified by the legal adviser or other representative.
• Record which items are not yet received for the Take on team to follow up on.
• Scan the documents received as specifically instructed for use/ access by the wider Team
• Attend to Transfer of movable assets e.g. firearms and vehicles.

Section 29 and 35 Adverts to be scanned to each estate client folder:

• Ensure Section 29 adverts are scanned to the relevant client sub folder
• Ensure Section 35 adverts are scanned to the relevant client sub folder.
• Placing Section 29 and Section 35 advertisements .
• Sending Liquidation and Distribution account to Magistrate offices before the account lays for inspection and obtaining Magistrate certificate.

Populate the process amanagement spreadsheetof each client as created by the legal adviser:

• Ensure the wider Team can trace where each matter is on the Take-on sub process