Deceased Estate Administrator

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’ experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with discretion and professionalism.

Responsibilities:

• Assist in the administration of 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’ working experience in estate administration or a related field (preferred but not mandatory).
• 1 – 2 years’ working experience on SARS website a must.
• 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.
• 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)

Interested candidates should submit a CV detailing your experience (in MS Word format), a cover letter, a professional head and shoulder photo of yourself to samanthajobs@wcp.co.za