Designation: Deceased Estate and Trust Administrator | Pretoria, Gauteng | Permanent
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 08 Nov 2024
Reference Number: POS38333
Closing date: 15-Nov-2024
Position Type: Permanent
Location: Pretoria Newlands Lois Avenue
Overview:
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
Deceased Estates:
- Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations.
- The administration and unwinding of new and existing deceased estates.
- To liaise and advise clients, heirs, financial advisors on the administration of deceased estates.
- Corresponding with banks and other entities to obtain information about estate assets and liabilities.
- Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.
- Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.
Trust Administration:
- The administration of inter vivos and testamentary trusts, the drafting of new trust deeds, the drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, conducting trust audits on existing trusts.
- To liaise and advise clients, trust-beneficiaries, financial advisors on the administration of trusts and estate planning regarding trusts.
Drafting of Wills:
- The drafting of wills will and estate consultations.
- To liaise and advise clients and financial advisors on the drafting of wills and estate planning.
Minimum Requirements:
- Matric
- Completed LLB or other related degree.
- 5 - 7 years’ experience in the administration of deceased estates.
- Extensive experience in the administration of deceased estates
- Experience with working on LegalEase or similar deceased estates program.
- Should be able to take over a table of in-process deceased estate files.
- Proficient in both spoken and written English and at least one other of the official South African languages
- Strong administrative skills
Recommendation:
- Courses / diplomas in the administration of deceased estates
- Knowledge of legal practices and terminology
Competencies:
- Communication skills
- Team player
- Planning and Organizing skills
- Prioritization
- Problem-solving skills
How to apply:
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 15 November 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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