Description:
Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.
Job Spec Assistant Estate Administrator Fiduciary Services
Area : Johannesburg North
Key Responsibilities :
Estate Administration (consisting of, but not limited to) :
- Independently administering the Estate within regulatory guidelines
- Preparation of all estate related letters (with applicable annexures) to Institutions
- Completion of all transfer and redemption forms
- Preparing and placement of statutory required advertisements
- Obtain all relevant tax certificates
- Meticulously diarizing and following-up on outstanding matters
- Liaising with clients and assisting with general e-mail and telephonic enquiries
- Liaise with correspondence and courier services
Last Will and Testament Administration Quarterly Accounting (Preparation)
- Processing of all documentation of the Companys standard administration system
- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client
- Set-up appointments
- Scan and log original Will into fireproof safe
- Send letter of acknowledgement/receipt to the client
- Diary management
- Maintain accurate Wills records and assist with annual audit of Wills in the safe.
Skills and experience required
- Minimum of 2 5 years experience within a professional deceased Estates administration environment
- Basic knowledge of Wills and the Wills Act
- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)
- Excellent communication skills (client and service providers)
- Strong communication skills (client and service providers)
- Strong administrative position
Personal Attributes
- Customer focussed
- High work standards
- Managing work
- Attention to detail
- Planning Skills
- Work Independently
Office Hours
08h00 17h00
There will be occasions where the incumbent would need to work overtime.
01 Apr 2022;
from:
gumtree.co.za