Job Openings Deceased Estates Administrator

About the job Deceased Estates Administrator

Deceased Estates Administrator

Academic Qualifications Required:

  • Matric (Grade 12)
  • Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous
  • Basic Bookkeeping Diploma would be advantageous
  • Code 08 Drivers License and own transport

Key Duties and Responsibilities Key Performance Indicators:

  • Assisting with the drafting of Wills and maintaining database
  • Assisting with the scheduling of interviews with family members of a deceased client and the Manager
  • Opening new estate file
  • Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly
  • Travelling to Masters Court or clients on request of Manager
  • Writing of letters regarding assets and liabilities
  • Obtain valuations of assets
  • Attend to sale or transfer of shares and fixed property
  • Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS
  • Drafting payment requests of all claims filed
  • Liaise with family members with regard to the progress of estate and trust matters
  • Opening of banking account in the name of the estate and putting all matters onto Greatsoft
  • All filing
  • Maintain a diary & timesheet
  • Assisting with drawing up of Liquidation and Distribution accounts
  • Attend to all matters relating to curatorship estates
  • Assisting with drawing up of curatorship accounts
  • Attend to Will Trusts
  • Maintain a record of work in progress (Submitted weekly to Senior)
  • Refer complex problems to Senior
  • Maintain a monthly cashbook of all estates
  • Trust administration
  • Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements
  • Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms, etc.
  • Assisting with the completion of Trust Documents
  • Following up with financial institutions on a weekly basis and reporting them to the ombudsman if no response within a specific timeframe
  • Compliance with The Companys System of Quality Management (SOQM), policies, and procedures
  • Compliance with The Companys Employee Code of Conduct, which consists of The Companys HR policies, SAICA, IRBA, and IESBA Codes of Conduct



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