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Legal Advisor – Garach Corporation, KZN and Gauteng offices

  • Full Time
  • Anywhere

A professional firm of Fiduciary & Financial Advisors has vacancies in its Deceased Estates Division to employ individuals in their La Lucia, Durban & Greenside, Johannesburg offices.

LEGAL ADVISOR

Job Description and Responsibilities:

  • Administer deceased estates – independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
  • Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication/meetings.
  • Conduct meetings with clients, responding to clients queries and complaints
  • Identify 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
  • Responding to Masters Office, SARS, Creditors, Heirs, Beneficiaries and other interested parties queries and concerns
  • Finalise estates within the shortest possible time to maximise income by making use of statistical progress report.
  • Drafting of Wills
  • Estate Planning & a knowledge tax

Qualifications:

  • Minimum 5 years’ experience as a Deceased Estate Administrator
  • Working experience of Legalease
  • Computer literate – Legalease | Microsoft Office

Send your CV together with your qualifications to: Prof. Dilip Garach – dilip@garach.co.za

Download the job description in PDF format here.

To apply for this job email your details to dilip@garach.co.za