Assistant to Estate Officer - Pretoria, South Africa - Perfect Placement Recruitment
Description
Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._Title:
Assistant to Estate Officer position
Area:
Montana (Pretoria
- North)
Salary:
R R Depending on Experience and Skills)
Appointment type:
Permanent
Hours of work:
Monday to Thursday - 08:00 to 16:00 and Friday - 08:00 - 15:00
Job Description / Duties:
- Setting up of Teams Meetings between estate officer and heirs/ executor.
- Actioning off electronic instructions from Estate Officer.
- Ability to manage, control and clear Outlook Inbox and the movement of paper trail to each estate outlook box and copying the estate officer in on all communications.
- Saving of all records on the Cloud in each respective client folder as per defined office process.
- Preparation of all estate related letters and outstanding matters so instructed upon.
- Reporting of estate to MOHC.
- Arrangements and liaison with courier, runners, brokers staff.
- Attending to banking instructions, doing of payments.
- Placing of Sec29 & Sec35 advertisements.
- Lodgement of master's queries as instructed upon.
- Liaison with various financial institutions on assets and liabilities held by the deceased.
- Electronic and telephonic liaison and twice weekly follow ups on outstanding certificates of balance, income tax certificates, proceeds, and printouts from financial institutions.
- Redemption and or transfer of shares, investments, vehicles, firearms.
- Instructions to Conveyancer to transfer and or sell fixed property.
- Instructions to accountant on to date of death tax return, registration of estate as taxpayer and TCC, including sourcing of any vouchers/ information required by the accountant.
Skills and Strengths:
- Strong time management skills.
- Ability to work in a team and under pressure. Our office has a fast-paced environment.
- Ability to prioritize & conclude matters assigned within timelines set, take verbal and mostly electronic instructions and work alongside an estate officer.
- Ability to communicate & correspond fluently in English.
- Positive Team Player, focused on business deliverables & client centric.
- Timeous and accurate administration on matters assigned and in providing regular feedback on unresolved matters.
- Ability to work without being micromanaged.
- Computer Literate. Well versed in Outlook, Teams, Excel, Cloud, Word.
- Delivery focused and able to work under pressure with a calm methodical approach.
- Previous experience in deceased estate administration shall be beneficial.
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