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Deceased Estate Administrator – Secure Legacy, Pretoria

PROFILE DESCRIPTION: DECEASED ESTATE ADMINISTRATOR AREA: PRETORIA (MONTANA / MAGALIESKRUIN)

START DATE: 1 JULY 2021

CLOSING DATE: N/A

APPLICATION MUST BE FORWARDED TO: pa@securelegacy.co.za FOR ATTENTION CHRISTENE KLOKOW.

Qualifications and Experience:

  • Deceased Estate diploma / LLB Degree
  • Proficient in Microsoft software (MS-Excel, MS – Word, MS- Power Point)
  • Three-year relevant experience
  • Knowledge of the legislation relevant to Deceased Estate Administration, including the process and documentation required
  • Have excellent client service and communication skills – ensure that the executors, beneficiaries, creditors, debtors and other stakeholders of the estate are kept informed of the progress
  • The ability to identify risky estates and potential problems early in the administration process
  • Knowledge and understanding of Estate Duty and Capital Gains Tax with the ability to apply it
  • Experience in dealing with business interests in an estate
  • Effectively manage the administration and finalization of deceased estates which includes the ability to independently draft L&D Accounts, Final Distribution Statements and Cash Reconciliation Statements within a given timeframe

Required abilities:

  • Communication on all levels and organizing skills
  • Good problem solving skills
  • Relationship management and interaction on operational and managerial levels
  • Ability to complete tasks, all administrative work relating to Deceased Estate
  • Administration from beginning to closure of file
  • Ability to work independently
  • Mentor and coach to the Estate Assistant
  • Ability to report to and work with Director

Physical Requirements:

  • Health condition good Work output description

The position requires a suitable qualified individual with good problem-solving skills, advanced communication skills, administrative and management abilities and a good level of relevant legislative and practical knowledge. The estate administrator will manage and assist in the holistic and full administration process relating to Deceased Estate matters in terms of relevant legislation.

To apply for this job email your details to pa@securelegacy.co.za