SUMMARY:
Assistant Deceased Estate Administrator - LegalEase - Benoni
POSITION INFO:
Assistant Deceased Estate Administrator - Benoni
About the Role
We are seeking a meticulous, organized, and experienced Assistant Deceased Estate Administrator to support the Estate Administrator in managing the full administration process of deceased estates. This role requires a sound understanding of estate administration procedures, compliance requirements, and the ability to manage multiple files simultaneously while ensuring regulatory deadlines are met.
Required Qualifications
- Matric / Grade 12 / National Senior Certificate
- Certificate in Deceased Estate Administration
- Experience & Competencies
- 3–5 years’ experience in a legal, estates, or fiduciary environment
- Strong technical knowledge of estate administration processes and legal compliance
- Experience using LegalEase software is highly advantageous
- Technologically savvy with working knowledge of:
Microsoft Office | Administrative systems and procedures | LegalEase or similar estate administration software
- Highly organized with exceptional attention to detail
- Self-motivated and target-driven
- Strong problem-solving skills related to estate administration challenges
Key Responsibilities:
- Assisting with all duties related to the administration of deceased estates
- Familiarity with the Master of the High Court procedures and compliance requirements
- Reporting of estates to the Master’s Office and other stakeholders
- Opening estate files and late estate bank accounts
- FICA: Collecting, verifying, and updating documentation for the estate, executor, and heirs
- Placing estate advertisements in line with legal requirements
- Obtaining confirmations of all assets and liabilities to assist with Liquidation and Distribution Account preparation
- Ensuring compliance and timely receipt of documentation from stakeholders
- Collecting proceeds payable to the estate
- Completing documentation for the transfer of assets
- Assisting with SARS processes, including estate duty submissions and audits
- Obtaining tax certificates for finalization of income tax assessments
- Preparing files for finalization
- Managing queries related to the Master’s Office, SARS, and FICA
- Handling multiple estate files efficiently and within compliance deadlines
Salary offer: Negotiable dependant on experience etc