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Port Elizabeth

    estate assistant - Port Elizabeth, South Africa - Staff Unlimited Recruitment

    Staff Unlimited Recruitment
    Staff Unlimited Recruitment Port Elizabeth, South Africa

    1 day ago

    Default job background
    Full time
    Description

    Responsibilities:

    1. Filing;
    2. Following up on correspondence with regards to Estate and Trust matters;
    3. Reporting matters to the ombudsman at various financial institutions;
    4. Reporting matters to complaints departments at various financial institutions;
    5. Uploading documents to SARS with regards to the Estates;
    6. Assisting and drafting payment requests;
    7. Assisting and drafting documents to transfer a Motor Vehicle from an Estate;
    8. Assisting and drafting of document to register a Trust at the Master of the High Court, as well as changes made to Trustees and Beneficiaries;
    9. Deliver and pick up documents;
    10. Assisting in drafting of Wills and Estate Documents;

    Qualification:

    1. Experience in the legal field, especially Trust and Estates; or
    2. Diploma or degree in law or Estates/Trust will be to your advantage.
    3. Matric;

    Applicant should have a license and be fully literate in Microsoft Office.

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