Join Our Team as a Deceased Estates Admin Assistant
Join Our Team as a Deceased Estates Admin Assistant
Recruiter:
Dante Personnel
Job Reference:
PTA023521/EH
Date Posted:
October 11, 2024
Location:
Menlyn, South Africa
Salary:
R9,000 – R12,000 (dependent on experience, negotiable)
Overview:
Are you looking for a meaningful career where you can make a difference in people’s lives during challenging times? We have a rewarding opportunity for a Deceased Estates Admin Assistant to join our team in Menlyn, Pretoria East. In this role, you will provide essential support to fiduciary advisors as they navigate the complexities of estate administration. If you have a background in this field and possess strong communication skills, we would love to hear from you!
About Us:
At Dante Personnel, we are dedicated to connecting talented individuals with opportunities that align with their skills and aspirations. We understand that dealing with deceased estates can be a sensitive and emotional process for families. Our team strives to provide compassionate and efficient service to ensure that the administration of estates, trusts, and wills is handled with the utmost care and professionalism.
Key Responsibilities:
As a Deceased Estates Admin Assistant, your primary duties will include:
- Direct Support to Fiduciary Advisors:
You will assist fiduciary advisors with the administration of estates, trusts, and wills. This involves a comprehensive understanding of the fiduciary services environment, allowing you to efficiently manage various aspects of administration. - Client Interaction:
Maintaining constant and sensitive communication with clients is crucial. You will need to be approachable and empathetic, ensuring that clients feel supported during what can be a difficult time. - Liaison with Regulatory Authorities:
You will communicate with personnel from the South African Revenue Services (SARS) and auditors regarding income tax and estate duty matters. This responsibility requires a clear understanding of estate administration and tax obligations. - Relationship Management:
Building and maintaining positive relationships with personnel from the offices of the Master of the High Court is essential. You will be the point of contact for various stakeholders involved in the estate administration process. - Coordination with Service Providers:
You will liaise with attorneys, accountants, valuators, auctioneers, and insurance companies to ensure the prompt and efficient finalization of estates. Your role will be pivotal in facilitating communication and cooperation among all parties involved. - Documentation Preparation:
Preparing draft letters, transfer documents, and other relevant forms for signature by fiduciary advisors will be a key aspect of your role. Attention to detail is critical to ensure accuracy and compliance with legal requirements. - File Management:
You will create and maintain both physical and digital files, ensuring that all documentation is organized and accessible. Keeping accurate statistics will also be part of your responsibilities. - Payment Verification and Processing:
Verifying bank account details for creditors, heirs, and beneficiaries is essential. You will also assist in loading payments and diarizing office files to ensure timely follow-ups on outstanding matters. - Enquiry Handling:
You will attend to inquiries from clients, colleagues, and other interested parties. Your ability to communicate effectively and provide clear information will enhance client satisfaction. - General Administrative Duties:
Additional administrative tasks will support the smooth operation of the office, contributing to the overall efficiency of the team.
Minimum Requirements:
To be considered for the position of Deceased Estates Admin Assistant, candidates must meet the following criteria:
- Educational Background:
A minimum of a Grade 12 qualification is required. A relevant tertiary qualification in law or deceased estates administration will be advantageous, demonstrating your commitment to this field. - Experience:
Candidates should have at least 4 years of experience in deceased estate administration. This experience will provide you with the necessary skills to navigate the complexities of the role effectively. - Legal Ease Experience:
Familiarity with Legal Ease software will be beneficial. This experience can streamline your administrative tasks and enhance your efficiency. - Language Proficiency:
Fluency in both Afrikaans and English is advantageous. Your ability to communicate in multiple languages will help you connect with a diverse range of clients and stakeholders. - Availability:
The ideal candidate must be able to start fairly soon, allowing for a smooth transition into the role.
Why Join Us?
Working with Dante Personnel means being part of a supportive and dynamic team that values collaboration and professional growth. You will receive ongoing training and development opportunities, enabling you to enhance your skills and advance your career in the fiduciary services sector.
We understand that this work is not just about administration; it’s about providing a vital service to individuals during a challenging period in their lives. By joining our team, you will have the opportunity to make a positive impact while growing your professional expertise.
Application Process:
If you are ready to take the next step in your career and join a team that values compassion and professionalism, we invite you to apply for the Deceased Estates Admin Assistant position. Please submit your application through our recruitment portal, referencing job code PTA023521/EH.
We appreciate every application we receive; however, only shortlisted candidates will be contacted for an interview. If you do not hear from us within 5 days, please accept that your application was unsuccessful.
Conclusion:
This is your chance to be part of a dedicated team that plays a crucial role in the administration of deceased estates. If you have the relevant experience and are passionate about helping others during difficult times, we encourage you to apply today! Join Dante Personnel and contribute to making a difference in people’s lives.
For more details and to apply, please visit Job Placements.
