Boardroom Appointments - Global Human and Talent Capital

Deceased Estates Administrator

Boardroom Appointments - Global Human and Talent Capital  •  Gqeberha, ZA (Onsite)  •  2 months ago
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Job Description

Deceased Estates Administrator

Academic Qualifications Required:

  • 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

Key Duties and Responsibilities Key Performance Indicators:

  • 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 the name of the 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 to the ombudsman if no response within a specific timeframe
  • Compliance with The Companys System of Quality Management (SOQM), policies, and procedures
  • Compliance with The Companys Employee Code of Conduct, which consists of The Companys HR policies, SAICA, IRBA, and IESBA Codes of Conduct


Boardroom Appointments - Global Human and Talent Capital

About Boardroom Appointments - Global Human and Talent Capital

Boardroom Appointments is a global specialist in Recruitment, Contract Staffing, Project Staffing, Temporary Employment Solutions, Training, HR Consultancy and Expatriate Mobility that operates extensively in Africa, EMEA, America, and Europe.

We have been industry leaders since 1989. Our dynamic team of recruitment and labour professionals has serviced hundreds of clients and placed thousands of candidates in various industries across the globe. We have gained invaluable insight and experience into global market trends and human resource workings.

We have specialized divisions that enhance our ability to service all clients in the following industries:

- FMGC

- Finance, Banking and Insurance

- Manufacturing and Processing

- Oil and Gas, Mining, Engineering and Construction

- Medical, Pharmaceutical and Health Care

- Logistics and Supply Chain

- Information Technology, Media and Telecommunications

- Waste Management and Sanitation Services

- Renewable and Alternative Energy

- Retail and Commercial Property

- Agriculture and Production

- Government and Public Services

- Call Centre and Customer Support Services

Today, Boardroom Appointments has a global candidate database and network, servicing clients around the world with all their Human Capital needs.

This experience allows clients to rely on us FULLY for all their talent needs, both permanent and temporary, while they focus on their core business.

We custom design solutions to perfectly fit our client's recruitment needs and form long-lasting relationships based on quality service and flawlessly fulfilled deliverables.

Our team is comprised of passionate and driven individuals who strive to maintain the best and most professional service to our clients.

We are focused, passionate, and we love what we do.

Industry
Unknown
Company Size
51-200 employees
Headquarters
Bedfordview, ZA
Year Founded
1989
Website
boardroom.co.za
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