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Open nowFirst seen 3 days ago

Deceased Estates Manager

Boardroom Appointments3,354 open roles

Where
Port Elizabeth, South Africa
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Your applicationOpen nowDeceased Estates ManagerBoardroom Appointments · Port Elizabeth, South Africa

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Boardroom Appointments's own form.

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

Deceased Estates Manager

Minimum Criteria Required:

  • Matric (Grade 12)
  • LLB
  • Admitted as an Attorney (advantageous) with at least three years experience in Estates
  • Basic Bookkeeping Diploma (advantageous)
  • Code 08 Driver's License
  • Own transport

Key Duties and Responsibilities Key Performance Indicators:

  • Drafting of wills and maintaining a database
  • Consultation with various clients about their estate planning needs
  • Interviewing family members of a deceased client
  • Opening new estate files
  • Completion of required forms on death of a client, to lodge with Master of the High Court
  • Travelling to Masters Court
  • Writing letters about assets and liabilities
  • Obtaining valuations of assets
  • Attending to the sale or transfer of shares and fixed property
  • Taking care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department
  • Payment of all claims filed
  • Liaising with family members about the progress of the estate
  • Opening a banking account in the name of the estate
  • All filing
  • Maintaining a diary and timesheet
  • Drawing up liquidation and distribution accounts
  • Attending to all matters relating to curatorship estates
  • Drawing up curatorship accounts
  • Attending to Will Trusts
  • Maintaining a record of work in progress and submitting weekly to directors
  • Maintaining a monthly cashbook of all estates
  • Completion of all forms (Sasfin, Investec, conveyancing, insurance policy forms, etc.)
  • Drafting trust documents to open a trust, and attending to the registration of a trust
  • Assisting clients with changes that need to be made on a trust
  • Constantly following up with the Master, banks, and various financial institutions and reporting to the Ombudsman if they do not respond
  • Advertising the estates at the correct times
  • Compliance with the firms System of Quality Management (SOQM), policies, and procedures
  • Compliance with the firms Employee Code of Conduct, which consists of the firms HR policies, SAICA, IRBA, and IESBA Codes of Conduct
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