Key Responsibilities
- Prepare and submit reporting packs, statutory forms, and supporting documents to the Master’s Office via online portal and in-person lodgements.
- Draft and submit correspondence to the Master’s Office, including responses to queries, undertakings, and follow-ups.
- Engage with heirs/next of kin to obtain instructions, explain the estate process, and collect required information and documentation.
- Compile, quality-check, and report estates in line with internal SOPs and compliance requirements.
- Open, maintain, and update estate files, ensuring accurate recordkeeping, diary management, and follow-ups.
- Liaise with banks, insurers, investment platforms, employers, SARS, and other relevant institutions to obtain estate information and supporting documents.
- Prepare Liquidation and Distribution Accounts, reconciliations, and related schedules for review.
- Assist with estate duty, tax, compliance, and clearance requirements.
- Process distributions to heirs/beneficiaries and ensure accurate finalisation and closure of estate files
Requirements- 1-3 years relevant experience within a fiduciary environment experience in estate administration or related field
- Relevant tertiary qualification (diploma/certificate) in Estate Administration or busy completing relevant legal degree
- MS Office Suite
- Accuracy
Core competencies:
- Devotion to quality
- Dutifulness ‘
- Planning
- Structuring
- Cooperation
- Integrity
- Providing feedback
- Sensitivity
Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.
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