Assistant to Estate Officer at Perfect Placement Recruitment

Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates.

Title: Assistant to Estate Officer position

Area: Montana (Pretoria- North)

Salary: R10 000- R15 000 (Depending on Experience and Skills)

Appointment type: Permanent

Hours of work: Monday to Thursday – 08:00 to 16:00 and Friday – 08:00 – 15:00

Job Description / Duties:
1. Setting up of Teams Meetings between estate officer and heirs/ executor.

2. Actioning off electronic instructions from Estate Officer.

3. Ability to manage, control and clear Outlook Inbox and the movement of paper trail to each estate outlook box and copying the estate officer in on all communications.

4. Saving of all records on the Cloud in each respective client folder as per defined office process.

5. Ability to use templates, attach annexures and email out to various institutions, brokers, claimants.

6. Taking client calls & forwarding of messages via e-mail to estate officer.

7. Preparation of all estate related letters and outstanding matters so instructed upon.

8. Reporting of estate to MOHC.

9. Arrangements and liaison with courier, runners, brokers staff.

10. Attending to banking instructions, doing of payments.

11. Placing of Sec29 & Sec35 advertisements.

12. Lodgement of master’s queries as instructed upon.

13. Liaison with various financial institutions on assets and liabilities held by the deceased.

14. Electronic and telephonic liaison and twice weekly follow ups on outstanding certificates of balance, income tax certificates, proceeds, and printouts from financial institutions.

15. Redemption and or transfer of shares, investments, vehicles, firearms.

16. Instructions to Conveyancer to transfer and or sell fixed property.

17. Instructions to accountant on to date of death tax return, registration of estate as taxpayer and TCC, including sourcing of any vouchers/ information required by the accountant.

Skills and Strengths:
1. Strong time management skills.

2. Ability to work in a team and under pressure. Our office has a fast-paced environment.

3. Ability to prioritize & conclude matters assigned within timelines set, take verbal and mostly electronic instructions and work alongside an estate officer.

4. Ability to communicate & correspond fluently in English.

5. Positive Team Player, focused on business deliverables & client centric.

6. Timeous and accurate administration on matters assigned and in providing regular feedback on unresolved matters.

7. Ability to work without being micromanaged.

8. Computer Literate. Well versed in Outlook, Teams, Excel, Cloud, Word.

9. Delivery focused and able to work under pressure with a calm methodical approach.

10. Previous experience in deceased estate administration shall be beneficial.