This role assists in the holistic and overall administration process relating to deceased Estate Administration. This role is involved in all aspects of the Estate administration process, from start to finish.

KEY DUTIES AND RESPONSIBILITIES

  • Administer deceased estates – independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
  • Do banking for the estate – liaise with banks, open a bank account for the Estate, manage the bank account, make payments to creditors, and reconcile the bank account.
  • Have the ability to independently draft L&D Accounts, final statements and cash reconciliation statements.
  • Arrange and place first and second advertisements.
  • Ability to perform with little to no management
  • Duration of 7 months and 7.11 milestones per month

QUALIFICATIONS, TECHNICAL KNOWLEDGE AND EXPERIENCE
– Have a minimum of 2 to 5 years’ experience within a professional deceased estates administration environment.

  • Attorney, fiduciary or trust background is essential.
  • Be computer literate.
  • Have knowledge of legalease.
  • Have Matric.
  • Paralegal or Deceased Estates Diploma required.
  • Certificate in Deceased Estate Administration

Technical / Professional Knowledge
Computer literate and technologically savvy in, which include but are not limited to:
? Microsoft Office
? Administrative procedures and systems
? Relevant 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

Desired Skills:

  • 3-5years in legal /estates/fiduciary environment
  • Knowledge and technical know-how relating to all aspects of estates administration
  • Paralegal or Deceased Estates Diploma required.
  • Have a minimum of 2 to 5 years’ experience within a professional deceased estates administration environment.
  • Attorney
  • fiduciary or trust background is essential.

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