Job Description: My client an Accounting & Tax Practitioner, is seeking a Deceased Estate Administrator to join their team and manage the administration of deceased estates.
The ideal candidate will preferably have 1 2 years of experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with discretion and professionalism.
Responsibilities: · Assist in administrating deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.
· Ensure accurate record-keeping and documentation throughout the estate administration process.
· Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS appointments.
· Communicate effectively with stakeholders (including clients, beneficiaries, and relevant authorities).
· Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.
· Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.
· Prepare periodic reports for beneficiaries and other stakeholders as needed.
· Maintain confidentiality and integrity in handling sensitive estate information.
· Provide administrative support to other team members as needed.
Requirements: 1 - 2 years of working experience in estate administration or a related field (preferred but not mandatory).
1 2 years of working experience on the SARS website is a must.
LLB Degree Ability to work independently and as part of a team.
Prior experience in deceased estates administration is highly desirable.
Excellent organizational and time management skills, with the ability to manage multiple tasks and deadlines effectively.
Punctual.
Punctuality is important.
Strong attention to detail and accuracy in record-keeping and documentation.
Excellent communication (verbal and written) and interpersonal skills, with the ability to interact professionally with clients, beneficiaries, and other stakeholders.
Proficiency in Microsoft Office suite a must.
Fluent in both English and Afrikaans (reading, writing and speaking) Matric Maths - 50% & Maths Lit - 70%