beBee background
Professionals
>
Somerset West
Naomi Engelbrecht

Naomi Engelbrecht

Deceased Estates Paralegal

Administrative

Somerset West, City of Cape Town

Social


About Naomi Engelbrecht:

Profile: Energetic and proactive paralegal with four years deceased estates experience at the oldest law firm in Overberg.   Extensive experience autonomously administering a large portfolio of diverse deceased estates from beginning to completion. Accustomed to working with senior partners, high-net worth clients, corporate executives, and other stakeholders. 

Personal Attributes: An ambitious, confident self-starter with the ability to work autonomously or as part of a team. Detail focused but pragmatic in drafting, solving client problems and achieving goals and objectives. Highly personable and comfortable networking with colleagues, sophisticated clients, and service providers.

Key Skills

Active listening – approaching every Client with empathy and understanding • Adaptability – adjusted communication styles depending on the Clients personality • Team player • Excellent time management skills • Microsoft office • Public speaking • intermediate Afrikaans • Basic Hebrew • Completed Lexis Nexis Bond’s and transfer course

Experience

Experience: Deceased Estates Paralegal, Office Administrator / & GT Properties, Kleinmond Western Cape (October 2018 – present)

As an estates paralegal I had sole responsibility for a portfolio of 100+ deceased estates which included both 18(3) estates and estates exceeding R10 million. Administration responsibilities included leading initial and follow-up client consultations, autonomously corresponding on behalf of the Executor, preparing estate documents, record keeping, managing disbursements and final distributions, placing adverts, independently liaising with referring attorneys (both domestic and international) and with the Magistrates and High Courts in several provinces. Role included drawing up and finalizing Liquidation & Distribution accounts and regularly rehabilitating estates which had not been administered correctly, typically requiring a full audit of the file and reconstruction of the estate finances from scratch.

  • The securing and transfer of estate assets located in Norway, United Kingdom, and Ireland. 
  • training and evaluating summer internship law students
  • As Office Administrator I was first point of contact for all daily office needs and issues, including responsibility for managing the corporate credit card, settlement of vendor invoices and management of staff IT needs and liaison with the IT vendor.
  • Additional responsibilities: organizing all company events, including end of year functions, Golf Days, and conferences.
  • As Intern Agent for GT Properties, I conceived of, organized, and personally hosted bi-monthly business networking breakfasts for approx. 50 local and Cape Town Metro-based clients. Role included taking leading role in organizing company sponsored conferences.
  • Additional responsibilities: website design, digital marketing, coordination with vendors, restaurants, prize sponsors and guest speakers.

Education

Matric - GED & SAT

Regent Business School - Bcom Law (Currently studying)

Professionals in the same Administrative sector as Naomi Engelbrecht

Professionals from different sectors near Somerset West, City of Cape Town

Other users who are called Naomi

Jobs near Somerset West, City of Cape Town

  • Work in company

    Estates Administrator

    FirstRand Bank India

    Job Description · To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislationHello Estate Administrator · ...

    Cape Town

    2 days ago

  • Work in company

    Jnr Bookkeeper

    Edge Personnel (Pty) Ltd

    A leading and renowned financial company based in the Cape Town, is looking for a high performing Jnr Bookkeeper to join their vibrant young team. This is a fantastic opportunity for a driven, dynamic and business minded individual wanting to join a fast paced, rapid growing orga ...

    Cape Town, Western Cape

    5 days ago

  • Work in company

    Investment Service Consultant

    Wenz

    A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, · Offshore ...

    Cape Town

    1 month ago