TRAFFIC
Western Cape
Estate Practitioner
Capital Legacy group
Job Description
- Administer deceased estates by independently driving the deceased estates process from the drafting of the liquidation and distribution (L&D) account to file closure, within regulatory guidelines.
- The ability to draft all estate-related accounts and documents, in accordance with the required standards.
- Ensuring that estate administration milestones are met within the business duration targets.
- Identify risks in estates, as well as identifying potential difficulties early in the estate administration process.
- Finding solutions and taking the necessary steps required to overcome obstacles in the estate administration process.
- Assess and manage the cash needs of estates, effectively.
- Keeping heirs, financial advisers and other relevant parties informed of the progress with the estate by providing updates, at least every 14 days, via the estates operating system.
- Ensure end portfolio target is achieved, for business targets to be met.
- Winding up estates from inception to finalisation, which involves - but is not limited to - liaising with heirs, interested parties, institutions, Master of the High Court, SARS.
- Drafting of L&D accounts, final distribution statements, cash reconciliations, transferring assets, paying liabilities, and meeting all requirements to obtain a filing slip from the Master of the High Court.
- Matric
- Appropriate qualification or Deceased Estates Diploma would be an advantage
- Minimum 3-5 years' experience managing a portfolio of estates independently, within a professional deceased estates administration environment
- Legal, fiduciary or trust background essential
- Knowledge of legalese would be an advantage
- Proficient in MS-Office
- Good knowledge of the entire estate administration process
- Quick learning ability
- Empathetic, professional, accountable
- Outstanding attention to detail
- Assertive, yet compassionate
- Ability to perform well under pressure
- Mature, confident, resilient
- Proactive
- Excellent listening and communication skills
About This Role
Career insights for Financial and Investment Analysts positions
Salary Benchmark
R49,463/month
R36,104 to
R62,594/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Common Technologies
IBM SPSS Statistics
SAS Viya
Stata
Google Docs
Microsoft OneNote
Microsoft Word
Embarcadero Delphi
Moody's Analytics RiskCalc
Financial and Investment Analysts Insights
Median Salary (ZAR)
R49,463/month
Job Outlook
This career will grow rapidly in the next few years.