Job Description:

My client an Accounting & Tax Practitioner, is seeking a Deceased Estate Administrator to join their team and manage the administration of deceased estates. The ideal candidate will preferably have 1 – 2 years of experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with discretion and professionalism.

Responsibilities:

·         Assist in administrating deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.

·         Ensure accurate record-keeping and documentation throughout the estate administration process.

·         Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS appointments.

·         Communicate effectively with stakeholders (including clients, beneficiaries, and relevant authorities).

·         Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.

·         Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.

·         Prepare periodic reports for beneficiaries and other stakeholders as needed.

·         Maintain confidentiality and integrity in handling sensitive estate information.

·         Provide administrative support to other team members as needed.