Boardroom Appointments - Global Human and Talent Capital

Deceased Estates Manager

Boardroom Appointments - Global Human and Talent Capital  •  Gqeberha, ZA (Onsite)  •  2 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Deceased Estates Manager

Minimum Criteria Required:

  • Matric (Grade 12)
  • LLB
  • Admitted as an Attorney (advantageous) with at least three years experience in Estates
  • Basic Bookkeeping Diploma (advantageous)
  • Code 08 Driver's License
  • Own transport

Key Duties and Responsibilities Key Performance Indicators:

  • Drafting of wills and maintaining a database
  • Consultation with various clients about their estate planning needs
  • Interviewing family members of a deceased client
  • Opening new estate files
  • 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
  • Obtaining valuations of assets
  • Attending to the sale or transfer of shares and fixed property
  • Taking 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
  • Liaising with family members about the progress of the estate
  • Opening a banking account in the name of the estate
  • All filing
  • Maintaining a diary and timesheet
  • Drawing up liquidation and distribution accounts
  • Attending to all matters relating to curatorship estates
  • Drawing up curatorship accounts
  • Attending to Will Trusts
  • Maintaining a record of work in progress and submitting weekly to directors
  • Maintaining 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 attending to the registration of a trust
  • Assisting clients with changes that need to be made on a trust
  • Constantly following up with the Master, banks, and various financial institutions and reporting 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
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
Social Media