Estate Administrator

Somerset West, Cape Town
Permanent
Full-time

29 days ago

Well established firm of attorneys based in Somerset West, has an opportunity for a Deceased Estate Administrator with at least 2 -3 years experience in the administration of deceased estates to join their team.The successful candidate will be responsible for the holistic and full administration process relating to Deceased Estates, in terms of relevant legislation and specifically to the Administration of Estates Act. This role will involve all aspects of the estate administration process, from inception to winding up of the estate. The respective candidate will be responsible for the administration of estates ranking from section 18(3) estates to somewhat complex estates which may involve Capital Gains Tax and Estate Duty.Requirements:

High school diploma or equivalent.
Further education in a legal or administrative field will be advantageous.
At least 2-3 years’ experience in the administration of deceased estates.
Attorney, Fiduciary, Trust or Paralegal background and/or prior experience at a law firm or legal environment will be advantageous.
The ability to deal with all aspects of deceased estate administration, including the reporting of estates, and the drafting of L&D Accounts, Redistribution Agreements, Reconciliation Statements, and Final Distribution Accounts.
Exceptional organizational and multitasking abilities with the ability to handle a diverse workload efficiently.
Excellent verbal and written communication skills.
Proficiency in using office software and applications (e.g. Microsoft Office, Excell etc.)
The ability to work accurately and independently but also follow instructions and reporting back to allocated senior(s).

Duties will include, but are not limited to:

The administration of deceased estates, from reporting the estate to finalization / winding up the estate.
Prepare legal documents, agreements, accounts, statements and correspondence with the utmost accuracy.
Liaise with clients, legatees, heirs and other stakeholders in a professional and respectful manner and provide regular feedback and updates relating to the administration process and progress made.
Report back to Head of Department and Senior Estate Administrators.

Helderberg Personnel

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