Overview
Deceased Estates Manager Jobs in Port Elizabeth, South Africa at Yellosa
Our client is seeking an experienced and qualified Deceased Estates Administrator for their team.
Location:
Port Elizabeth
Requirements:
Matric
Qualified in LLB
EXTENSIVE experience in estates & trust administration
5+ years of proven experience
Own transport with valid drivers license
MS Office
Advantages:
Experience in software packages Greatsoft & Legalease
Certificate in Estates & trust administration
Other than English well, having a 2nd language will help your application stand out
Patient, tolerant, professional, well spoken
About:
Liquidation and distribution of deceased estates
Drafting of Wills
Administration of Will Trusts
A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts.
Letter-writing skills
Work scheduling and prioritization skills
Interpersonal skills
Communication skills
Client service skills
Conflict management
Drafting of wills and maintaining a database.
Consultation with various clients about their estate planning needs.
Interview family members of a deceased client.
Opening new estate file
Completion of required forms on death of a client, to lodge with Master of the High Court.
Travelling to Masters Court.
Writing letters about assets and liabilities.
Obtain valuations of assets.
Attend to the sale or transfer of shares and fixed property.
Take care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department.
Payment of all claims filed.
Liaise with family members about the progress of the estate.
Opening of a banking account in the name of the estate.
All filing.
Maintain a diary and timesheet.
Drawing up of liquidation and distribution accounts.
Attend to all matters relating to curatorship estates.
Drawing up of curatorship accounts.
Attend to Will Trusts.
Maintain a record of work in progress and submit weekly to directors
Maintain a monthly cashbook of all estates.
Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc.
Drafting trust documents to open a trust, and to attend to the registration of a trust.
Assisting clients with changes that need to be made on a trust.
To follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond.
Advertising the estates at the correct times.
Compliance with the firm’s System of Quality Management (SOQM), policies and procedures.
Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct.
How to Apply
via our website:
#J-18808-Ljbffr
Title: Deceased Estates Manager
Company: Yellosa
Location: Port Elizabeth, South Africa
Category: Law/Legal (Regulatory Compliance Specialist)
