Fresh Openings at BDO South Africa

Description
BDO Cape Town has a vacancy for a Deceased Estates Specialist. Reporting to the Operations Manager - Fiduciary, BDO Wealth Advisers.

Responsibilities will include the following:

• Attending to all aspects of the administration of Deceased Estates in accordance with the provisions of the Administration of Estates Act, including: completing reporting documents, advertising of the estate, preparing the liquidation and distribution account, liaising with creditors and debtors, and liaising with SARS to obtain tax clearance certificates.
• Obtaining legal opinions and advice on legal and technical matters where necessary and where related to winding up the Estate;
• Attending to any queries from the Master of the High Court;
• If applicable, preparing all documents and instructions to register a Testamentary Trust as provided for in the will and obtain Letters of Authority from the Master of the High Court.
• Preparing the SARS Estate Duty Return and making payment of Estate Duty which is due and payable within one year of death.
• Effectively communicating with all interested parties.

Requirements
You will be required to have:

• Preferably LLB Degree with FPSA® designation
• +/- 5 years knowledge and experience in the administration of deceased estates
• High levels of interpersonal, presentation and communication skills.
• Member of FISA

This position will require somebody with the following competencies:

• Organisational skills
• Time management ability
• Task driven.
• Analytical
• Supportive skills
• Structured

go to method of application »

Description

• We have an excellent opportunity for a Legal Assistant to join our team at BDO Wealth Advisers (Pty) Ltd. The team advises on Financial Planning, Estate Planning, Trust Law, Employee Benefits and Deceased Estate Administration.
• Working as part of the legal department, you will play an integral role in assisting the In-house Attorney (Nationally).
• Drafting non-complex Wills and Codicils.
• Attendance to Registration, De-registrations and Administrations of trusts.
• Assisting with preparing Master’s Correspondence for notarial contracts.
• Assisting the In-House Attorney with research for opinion pieces.
• Client facing and maintaining relationships.
• Assisting with Legal processes within the business.
• Updating client records on various systems (DocFox, Elite Wealth).

Requirements
Qualifications and Experience:

• LLB graduate.
• Knowledge and experience in drafting Wills and understanding the Legislative contents thereof.
• Good Legal research skills.
• Good communication skills.
• Excellent proficiency in Microsoft Office and Adobe PDF.