drjobs Deceased Estates SecretaryDeceased Estates Assistant - KZN

Deceased Estates SecretaryDeceased Estates Assistant - KZN

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1 Vacancy
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Jobs by Experience drjobs

1-3years

Job Location drjobs

Durban - South Africa

Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Our client requires an individual who will assist in the holistic and full deceased administration process relating to deceased estate matters in terms of relevant legislation and to the Administration of Estates Act. This role would have involvement in all aspects of the estate administration process from start to finish.

Requirements

DUTIES:


To assist and lend support to the estate administrator in fulfilling the duties involved in deceased estate administration which include but are not limited to:

  • Assist with reporting of the estate to the Masters office as well as other stakeholders
  • Placement of advertisements
  • Obtaining the written confirmation of all assets and liabilities in the estate to enable the Administrator to draft the liquidation and distribution account
  • Compliance with all stakeholders requirements to ensure timeous receipt of information
  • Ensuring that various stakeholders are in receipt of the liquidation and distribution account
  • Following up and collecting proceeds payable to the estate
  • Completion of relevant documents for the transferring of assets
  • Obtaining relevant tax certificates to ensure the finalization of the income tax assessment
  • Preparing the file for finalization
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems


Essential Qualifications

  • Matric / Grade 12 / National Senior Certificate
  • Certificate in Secretarial / Admin / Business / Paralegal / Deceased Estate Administration would be advantageous


Minimum Experience Level

  • 35years in estates environment
  • Knowledge and technical knowhow relating to all aspects of estates administration as an assistant
  • Previous experience working on excel or lexpro or Legalease is an advantage


Technical / Professional Knowledge


Computer literate and technologically savvy in which include but are not limited to:

  • Microsoft Office
  • Administrative procedures and systems
  • Relevant deceased estates regulatory knowledge
  • Relevant software and systems knowledge
  • Business principles
  • Business terms and definitions
  • Governance Risk and Controls


Behavioural Competencies

  • Customer Focus
  • Work Standards
  • Collaborating
  • Communication
  • Managing Work
  • Building Partnerships



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Employment Type

Full Time

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