Senior Deceased Estate Administrator/ Senior Administrateur van Bestorwe Boedels (AN 173)

Introduction/ Inleiding

Our client is a well‑established fiduciary services firm with a strong heritage in drafting wills, and administering estates and trusts for a diverse client base. They provide personalised, high‑quality financial and fiduciary solutions with integrity and excellence at the core of their service delivery.

LOCATION: Montana, Pretoria

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Ons kliënt is ’n goed gevestigde fidusiêre diensfirma met ’n sterk geskiedenis in die opstel van testamente en die administrasie van boedels en trusts vir ’n uiteenlopende kliëntebasis. Hulle bied persoonlike, hoëgehalte finansiële en fidusiêre oplossings, met integriteit en uitnemendheid as die kern van hul dienslewering.

LIGGING: Montana, Pretoria

Key Responsibilities/ Hoofverantwoordelikhede

· Deceased Estate Administration: Report deceased estates to the Master of the High Court and obtain Letters of Executorship and Letters of Authority.

· Estate Asset & Liability Management: Gather and verify estate assets and liabilities to ensure accurate administration.

· Beneficiary & Stakeholder Liaison: Liaise with beneficiaries, heirs and professional advisors throughout the estate administration process.

· Liquidation & Distribution Accounts: Prepare and draft Liquidation and Distribution Accounts in accordance with applicable requirements.

· Estate Financial Administration: Manage estate banking, payments and the distribution of estate assets to beneficiaries.

· SARS & Tax Compliance: Attend to SARS registrations, tax returns and tax clearances where required.

· Legal & Regulatory Compliance: Ensure compliance with all applicable statutory and regulatory requirements throughout the estate administration process.

· Client Communication: Maintain regular communication with clients regarding estate progress, outstanding documentation and relevant updates.

· File & Deadline Management: Manage multiple estate files simultaneously, ensuring accurate record-keeping and adherence to deadlines.

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· Administrasie van Bestorwe Boedels: Rapporteer bestorwe boedels by die Meester van die Hooggeregshof en verkry Eksekuteursbriewe en Magtigingsbriewe.

· Boedelbates- en Lastebestuur: Versamel en verifieer boedelbates en -laste om akkurate administrasie te verseker.

· Skakeling met Begunstigdes en Belanghebbendes : Skakel met begunstigdes, erfgename en professionele adviseurs gedurende die boedeladministrasieproses.

· Likwidasie- en Distribusierekeninge: Stel Likwidasie- en Distribusierekeninge op in ooreenstemming met toepaslike vereistes.

· Finansiële Boedeladministrasie: Bestuur boedelbankrekeninge, betalings en die verdeling van boedelbates aan begunstigdes.

· SARS- en Belastingnakoming: Hanteer SARS-registrasies, belastingopgawes en belastingklaring waar nodig.

· Regs- en Reguleringsnakoming: Verseker nakoming van alle toepaslike statutêre en regulatoriese vereistes gedurende die boedeladministrasieproses.

· Kliëntkommunikasie: Handhaaf gereelde kommunikasie met kliënte oor die vordering van boedels, uitstaande dokumentasie en relevante terugvoer.

· Lêer- en Spertydbestuur: Bestuur verskeie boedellêers gelyktydig en verseker akkurate rekordhouding en nakoming van spertye.

Minimum Requirements/ Minimum Vereistes

· A qualification in Estate Administration or another qualification that enhances knowledge of the fiduciary sector will be advantageous.

· At least 5 years’ experience in deceased estate administration.

· Sound knowledge of the Administration of Estates Act and experience dealing with the Master’s Office, SARS, banks and financial institutions.

· Ability to independently manage deceased estates from start to finish, including drafting Liquidation and Distribution Accounts.

· Strong administrative and organisational skills, with the ability to manage multiple estate files effectively.

· Excellent client liaison and communication skills.

· High level of accuracy and attention to detail when handling estate documentation and financial records.

· Proficiency in Microsoft Office applications.

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· ’n Kwalifikasie in Boedeladministrasie of ’n ander kwalifikasie wat kennis van die fidusiêre sektor uitbrei, sal ’n voordeel wees.

· Minstens 5 jaar se ervaring in die administrasie van bestorwe boedels.

· Goeie kennis van die Boedelwet en ervaring in skakeling met die Meesterskantoor, SARS, banke en finansiële instellings.

· Die vermoë om bestorwe boedels onafhanklik van begin tot einde te administreer, insluitend die opstel van Likwidasie- en Distribusierekeninge.

· Sterk administratiewe en organisatoriese vaardighede, met die vermoë om verskeie boedellêers doeltreffend te bestuur.

· Uitstekende kliënteskakelings- en kommunikasievaardighede.

· ’n Hoë vlak van akkuraatheid en aandag aan detail wanneer boedeldokumentasie en finansiële rekords hanteer word.

· Vaardigheid in Microsoft Office-toepassings.

Salary/ Salaris

R30 000 p/m