Estate Assistant - Port Elizabeth - Performit Personnel

Performit Personnel Port Elizabeth

1 week ago

Description

We are seeking a skilled Deceased Estate Assistant to support our team in Port Elizabeth.

Key Requirements:

Familiarity with the administration and liquidation of deceased estates, succession law, and trusts.
MATRIC (Grade 12)
A diploma in Deceased Estate Planning and Administration or a law degree is advantageous.
A basic bookkeeping diploma would be beneficial.
A valid Code 08 driver's license and own transportation.
Proficiency in Microsoft Office (Excel, Word, Email, Legal-Ease).
Knowledge of laws related to deceased estates and trusts.
Understanding of will drafting.
Knowledge of trusts.

Duties and Responsibilities:

Provide daily assistance to the Estates Manager.
Liquidate and distribute deceased estates.
Draft wills.
Administer will trusts and trusts.
Assist with will drafting and maintain a database.
Arrange interviews with family members of a deceased client and the Manager.
Open new estate files.
Complete required forms upon a client's death and follow up on matters weekly.
Travel to Masters Court or clients as requested by the Manager.
Write letters regarding assets and liabilities.
Obtain asset valuations.
Sell or transfer shares and fixed property.
Report estates to SARS and obtain a Deceased Estate Compliance Certificate from SARS.
Draft payment requests for all claims filed.
Communicate with family members regarding estate and trust progress.
Open banking accounts in the name of the estate and input data into greatsoft.
Maintain accurate filing systems.
Keep a diary and timesheet.
Assist with drawing up liquidation and distribution accounts.
Handle curatorship estates.
Draw up curatorship accounts.
Manage will trusts.
Record work progress and submit weekly reports to seniors.
Refer complex issues to seniors.
Maintain a monthly cashbook for all estates.
Trust administration.
Perform other reasonable tasks as requested by the Manager.
Complete various forms (Sasfin, Investec, Conveyancing, Insurance policy forms, etc.).
Assist with trust document completion.
Follow up with financial institutions weekly and report non-responders to the ombudsman.
Comply with the firm's System of Quality Management (SOQM), policies, and procedures.
Adhere to the firm's Employee Code of Conduct, including HR policies, SAICA, IRBA, and IESBA Codes of Conduct.

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