Junior Estate Administrator
Role
Junior Estate Administrator
Location
Southern Suburbs, Cape Town
Industry
Wealth Management
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
The Junior Estate Administrator is responsible for coordinating the end-to-end administration of low risk / non-estate dutiable deceased estates in accordance with PCT standard operating procedures, the Administration of Estates Act and the Master’s Office requirements.
This includes taking instructions from heirs/next of kin, collecting and verifying supporting documentation, compiling and submitting reporting packs and statutory forms via the Master’s Office (including the Master’s online portal), liaising with stakeholders and institutions, maintaining accurate file notes and records, and following up on outstanding queries to ensure timeous progression and finalisation of each matter.
Key Responsibilities
Prepare and submit reporting packs, statutory forms, and supporting documents to the Master’s Office via online portal and in-person lodgements.
Draft and submit correspondence to the Master’s Office, including responses to queries, undertakings, and follow-ups.
Engage with heirs/next of kin to obtain instructions, explain the estate process, and collect required information and documentation.
Compile, quality-check, and report estates in line with internal SOPs and compliance requirements.
Open, maintain, and update estate files, ensuring accurate recordkeeping, diary management, and follow-ups.
Liaise with banks, insurers, investment platforms, employers, SARS, and other relevant institutions to obtain estate information and supporting documents.
Prepare Liquidation and Distribution Accounts, reconciliations, and related schedules for review.
Assist with estate duty, tax, compliance, and clearance requirements.
Process distributions to heirs/beneficiaries and ensure accurate finalisation and closure of estate files
Requirements
1-3 years’ relevant experience within a fiduciary environment experience in estate administration or related field
Relevant tertiary qualification (diploma/certificate) in Estate Administration or busy completing relevant legal degree
MS Office Suite
Accuracy
Core competencies:
Devotion to quality
Dutifulness ‘
Planning
Structuring
Cooperation
Integrity
Providing feedback
Sensitivity
Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.