Deceased Estate Administrator | Pretoria

Job description

• This is an opportunity to join a well-established office and team which is growing rapidly. We require a Deceased Estate Administrator to provide an efficient fiduciary service to the existing and growing client base.
• You will also be supporting the financial advisors in the office in a supporting role in as far as fiduciary services are concerned i.e. providing training regarding existing legislation pertaining to estate administration and wills, changes in taxation legislation and other relevant legislation.
• In this role you will allocated a portfolio of clients and be dealing with clients directly.

Responsibilities

• Independent administration of complex deceased estates and high net worth clients in terms of relevant legislation
• In depth knowledge of income tax, CGT, VAT and estate duty act, situs tax and international probate
• Receive completed deceased estate reporting documents from client relatives and make in-person and/or telephonic contact with the clients
• Manual intake of estates
• Report the deceased estate to relevant stakeholders via written correspondence, newspaper and Government Gazette
• Advertise e.g. advertise in the local newspaper and Government Gazette and for any debtors or creditors section 29 notification in respect of the estate late
• Receive relevant information as requested by the various stakeholders and start redeeming and transferring assets
• Draft the liquidation and distribution account to reveal the true reflection of the assets and liabilities as at date of death and submit outstanding tax returns
• Advertise for twenty one 21 days the Liquidation and Distribution account in the local newspaper / Government Gazette and with the Magistrate in the district were the deceased resided twelve 12 months prior
• Obtain final tax assessment from SARS and finalise the deceased estate
• Achieve set target as set out by director at the beginning of the year
• Ensure that post incoming mail, fax and correspondence and filing is up to date as per the company norms
• Keep clients updated on progress of the estate
• Maintain a high standard of service during the administration process without supervision
• Build and maintain a relationship with various stakeholders i.e. valuators, auctioneers, attorneys, Master of the High Court, South African Revenue Service
• Ensure that queries do not turn into complaints by addressing these within a reasonable time
• Adhere to PSG Wealth Trust compliance requirements and industry related legislations
• Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions
• Complete compulsory compliance and legislation training within the required time-frames as prescribed and may be required by PSG Wealth Trust
• Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions
• Be knowledgeable on the Estate Administration Act

Minimum requirements

• Matric Certificate
• Relevant Law Degree LLB B.Proc or B.Com Advantageous
• Admitted Attorney Advantageous
• RE 5 Certificate Advantageous
• At least 5 - 7 years relevant work experience within the financial industry dealing with wills and deceased estates
• Proficient in both spoken and written English and at least one other official language

Competencies

• Compassion and empathy for clients
• Strong client relations skills
• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently
• Resilience

Closing date: 11-Aug-2026