Estate Administrator - Roodepoort, South Africa - StaffCentral Consulting

Thabo Mthembu

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Thabo Mthembu

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Description

Job Duties/Responsibilities will include:

Report an estate to all parties involved.

Advertising process to be initiated.

Collect all relevant information in order to prepare the Liquidation and Distribution (L&D) Account

Draft the L&D Account.

Reconciliation of estate cheque account with the L&D Account, distribution to heirs, and settlement of debt.

Communication with heirs and all other role players on a regular basis.

Transfer assets, such as shares, unit trusts and fixed property.

Cancel mortgage bonds.

Lodge tax returns with SARS and obtaining final assessment or clearance certificate.

Estate & Trust Diploma will be a strong recommendation

At least 2 years Estate Administration experience, including administration of more complex estates

Knowledge of relevant acts linked to Estate Administration.


Competencies:

Good communication skills in English

Administration orientation

Problem solving

Information gathering

Financial acumen

Innovative thinking

Building customer loyalty

Building and maintaining relationships

Results driven

Computer skills (MS Office)

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