Estate and Trust Administrator

Our client is looking for an experienced estate and trust administrator to join their team in Mossel Bay, Western Cape.

The ideal candidate will have a strong legal background, extensive knowledge of estate and trust administration, and the ability to work independently while maintaining excellent client relationships.

Responsibilities:

• Conduct interviews and consultations for new estates and trusts
  Interpret wills, trust deeds, and financial statements
  Independently manage the full estate administration process (deceased estates and curatorships)
• Draft liquidation and distribution accounts and curator’s accounts
  Handle the registration, administration, maintenance, amendment, and deregistration of trusts (inter vivos and testamentary)
• Organise trustee meetings, draft resolutions, and prepare meeting minutes
• Liaise with the Master of the High Court to resolve queries efficiently
• Manage and submit tax returns to SARS
• Draft cash distribution statements and reconciliation reports
  Build and maintain strong relationships with clients, beneficiaries, heirs, and third parties
  Adhere to strict processes and quality standards

Requirements:

• 5 – 9 years of recent experience in estate and trust administration and dealing with the Master of the High Court
• LLB degree (essential)
• Certificate in Estate and/or Trust Administration (beneficial, but not compulsory)
• FISA accreditation (beneficial, but not compulsory)
• Strong computer literacy and proficiency in Legal Suite, Legal Ease, Standard Bank TPFA, Nedbank Corporate Saver
• Excellent written and verbal communication skills
• Solid understanding of relevant legislation, including:

The Trust Property Control Act, The Administration of Estates Act, The Intestate Succession Act, The Wills Act,  The Mental Health Care Act, The Estate Duty Act,  The Income Tax Act

Posted on 04 Feb 15:05, Closing date 6 Mar