Job Title: Deceased Estate Manager
Company:Placement Point
Job description: A well established company based in Port Elizabeth is seeking a Deceased Estate Manager.Duties:Drafting of wills and maintaining a database.
Consultation with various clients about their estate planning needs.
Interview family members of a deceased client.
Opening new estate file
Completion of required forms on death of a client, to lodge with Master of the High Court.
Travelling to Masters Court.
Writing letters about assets and liabilities.
Obtain valuations of assets.
Attend to the sale or transfer of shares and fixed property.
Take care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department.
Payment of all claims filed.
Liaise with family members about the progress of the estate.
Opening of a banking account in the name of the estate.
All filing.
Maintain a diary and timesheet.
Drawing up of liquidation and distribution accounts.
Attend to all matters relating to curatorship estates.
Drawing up of curatorship accounts.
Attend to Will Trusts.
Maintain a record of work in progress and submit weekly to directors
Maintain a monthly cashbook of all estates.
Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc.
Drafting trust documents to open a trust, and to attend to the registration of a trust.
Assisting clients with changes that need to be made on a trust.
To follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond.
Advertising the estates at the correct times.
Compliance with the firms System of Quality Management (SOQM), policies and procedures.
Compliance with the firms Employee Code of Conduct which consists of the firms HR policies, SAICA, IRBA, and IESBA Codes of Conduct.
Letter-writing skills
Work scheduling and prioritization skills
Interpersonal skills
Communication skills
Client service skills
Conflict managementRequirements:Matric (Grade 12)
LLB
Admitted as an Attorney would be advantageous with at least three years experience in Estates.
Basic Bookkeeping Diploma would be advantageous
Code 08 Driver’s License
Own transport
Computer Literacy
Knowledge of the law regarding deceased estates and trusts
Knowledge of the drafting of wills
Knowledge of trusts.
A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts.
LLB
Extensive experience in Estates and Trust Administration
5+ years of experience
Certificate in estates and TRUST administration (Advantageous)
Must be patient, and tolerant. Professional and well-spoken.Computer literacy:MS Office (Excel, Outlook)
Greatsoft (Advantageous)
Legalease (Advantageous)
Expected salary: R30000 – 40000 per month
Location: Port Elizabeth, Eastern Cape
Job date: Sun, 02 Mar 2025 23:11:36 GMT
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