Estate Assistant

We are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth. Requirements: A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts. Matric (Grade 12) Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous Basic Bookkeeping Diploma would be advantageous Code 08 Drivers License and own transport Fully literate in Microsoft Office (Excel, MS Word, E-mail, Legal-Ease) Knowledge of the law regarding deceased estates and trusts Knowledge of the drafting of Wills Knowledge of Trusts. Duties: Provide daily assistance to the Estates Manager Liquidation and Distribution of a deceased estate Drafting of Wills Administration of Will Trusts & Trust Assisting with the drafting of Wills and maintaining database Assisting with the scheduling of interviews with family members of a deceased client and the Manager. Opening new estate file Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly. Travelling to Masters Court or clients on request of Manager. Writing of letters regarding assets and liabilities. Obtain valuations of assets. Attend to sale or transfer of shares and fixed property. Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS. Drafting payment requests of all claims filed. Liaise with family members with regard to the progress of estate and trust matters. Opening of banking account in name of estate and putting all matters onto greatsoft. All Filing. Maintain a diary & timesheet. Assisting with drawing up of Liquidation and Distribution accounts. Attend to all matters relating to curatorship estates. Assisting with drawing up of curatorship accounts. Attend to Will Trusts. Maintain a record of work in progress (Submitted weekly to Senior) Refer complex problems to Senior Maintain a monthly cashbook of all estates Trust administration Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements. Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc. Assisting with the completion of Trust Documents. Following up with financial institutions on a weekly basis and reporting them the ombudsman if no response within a specific timeframe. Compliance with the firm’s System of Quality Management (SOQM), policies and procedures. Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA and IESBA Codes of Conduct.

Location: Port Elizabeth, ZA

Posted Date: 3/14/2025