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Deceased Estates Administrator – Capital Legacy, Johannesburg

Experienced estates administrator is required to support our Johannesburg office.

Key duties and responsibilities

  • Administer deceased estates – independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
  • Produce 7 milestones a month (Liquidation Accounts and an average of three closures)
  • Identify risky estates and potential problems early in the administration process
  • Ability to assess the cash flow needs of the estate
  • Have the ability to independently draft L&D Accounts, Final Distribution Statements and
    Cash Reconciliation Statements

Behavioural competencies and soft skills

  • 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.
  • Have the ability to work within a high-volume environment with durations and quality being the focus.

Qualifications, technical knowledge and experience

  • Have a minimum of 3 to 5 years’ experience within a professional deceased estates administration environment.
  • Legal, fiduciary or trust background is essential.
  • Be computer literate.
  • Having knowledge of Legalease would be an advantage.
  • Matric Certificate
  • Appropriate qualification or Deceased Estates Diploma would be an advantage

All CVs to be sent through to debby@capitallegacy.co.za

Download the job description in PDF format here.

To apply for this job email your details to debby@capitallegacy.co.za