Job description

This fiduciary client is looking to recruit a part-time (half-day / flexible) Deceased Estate Administrator for an 8-12 month fixed term contract. The successful candidate must have previously worked for a deceased estate company handling the administration of estates. This is a remote (work from home position) with some in-office meetings. In-office meetings will probably be 1 day a week. The offices are based in Bryanston.

Responsibilities:

Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations.

The administration and unwinding of new and existing deceased estates.

To liaise and advise clients, heirs, financial advisors on the administration of deceased estates.

Corresponding with banks and other entities to obtain information about estate assets and liabilities.

Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.

Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.

Trust administration

The administration of inter vivos and testamentary trusts, the drafting of new trust deeds, the drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, conducting trust audits on existing trusts.

To liaise and advise clients, trust-beneficiaries, financial advisors on the administration of trusts and estate planning regarding trusts.