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Deceased Estates Administrator – Capital Legacy, Johannesburg

We require an experienced Deceased Estates Administrator for our Johannesburg office.

Key duties and responsibilities:

  • Administer deceased Estates – independently process deceased Estates from the reporting stage to file closure, and to do so within regulatory guidelines.
  • Generate milestones of LE/LAs, Liquidation and Distribution Accounts.
  • Facilitate closures independently and within the business timelines.
  • Identify risk in the Estates and potential difficulties early in the Administration process.
  • Seek solutions and take the necessary next steps / escalate to management when required.
  • Assess the cash flow needs of the Estate.
  • Understand and ensure that their individual targets are achieved in order for the business targets to be met.

Behavioural competencies and soft skills:

  • Excellent Client service and communication skills – ensuring that the Executors, Beneficiaries, creditors, debtors, and other stakeholders of the Estate are kept informed on the progress.
  • Ability to work within a high-volume environment with deadlines and quality being the focus.
  • Ability to work well in a team and be prepared to share knowledge and experience within the team.
  • Good time management, problem solving and admin skills – in order to handle a portfolio of Estates.

Qualifications, technical knowledge and experience:

  • Minimum of 3 to 5 years’ experience in independently managing a portfolio of Estates within a professional Deceased Estates Administration environment.
  • Legal, Fiduciary or Trust background is essential.
  • Computer literacy.
  • Knowledge of Legalease would be an advantage.
  • Matric certificate.
  • Appropriate qualification or Deceased Estates Diploma would be an advantage.

Submit your CV to evolve@capitallegacy.co.za or contact us on our WhatsApp number 079 323 5230.

Download the job specification in PDF format here.

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