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Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.Job Spec Assistant Estate Administrator Fiduciary ServicesArea : Johannesburg NorthKey Responsibilities :Estate Administration (consisting of, but not limited to) :- Independently administering the Estate within regulatory guidelines- Preparation of all estate related letters (with applicable annexures) to Institutions- Completion of all transfer and redemption forms- Preparing and placement of statutory required advertisements- Obtain all relevant tax certificates- Meticulously diarizing and following-up on outstanding matters- Liaising with clients and assisting with general e-mail and telephonic enquiries- Liaise with correspondence and courier servicesLast Will and Testament Administration Quarterly Accounting (Preparation) - Processing of all documentation of the Companys standard administration system- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client- Set-up appointments- Scan and log original Will into fireproof safe- Send letter of acknowledgement/receipt to the client- Diary management- Maintain accurate Wills records and assist with annual audit of Wills in the safe.Skills and experience required - Minimum of 2 5 years experience within a professional deceased Estates administration environment- Basic knowledge of Wills and the Wills Act- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)- Excellent communication skills (client and service providers)- Strong communication skills (client and service providers)- Strong administrative positionPersonal Attributes - Customer focussed- High work standards- Managing work- Attention to detail- Planning Skills- Work IndependentlyOffice Hours 08h00 17h00There will be occasions where the incumbent would need to work overtime.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0Nzk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126076&xid=1109_54795
2y
1
Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.Job Spec Assistant Estate Administrator Fiduciary ServicesArea : Johannesburg NorthKey Responsibilities :Estate Administration (consisting of, but not limited to) :- Independently administering the Estate within regulatory guidelines- Preparation of all estate related letters (with applicable annexures) to Institutions- Completion of all transfer and redemption forms- Preparing and placement of statutory required advertisements- Obtain all relevant tax certificates- Meticulously diarizing and following-up on outstanding matters- Liaising with clients and assisting with general e-mail and telephonic enquiries- Liaise with correspondence and courier servicesLast Will and Testament Administration Quarterly Accounting (Preparation) - Processing of all documentation of the Companys standard administration system- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client- Set-up appointments- Scan and log original Will into fireproof safe- Send letter of acknowledgement/receipt to the client- Diary management- Maintain accurate Wills records and assist with annual audit of Wills in the safe.Skills and experience required - Minimum of 2 5 years experience within a professional deceased Estates administration environment- Basic knowledge of Wills and the Wills Act- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)- Excellent communication skills (client and service providers)- Strong communication skills (client and service providers)- Strong administrative positionPersonal Attributes - Customer focussed- High work standards- Managing work- Attention to detail- Planning Skills- Work IndependentlyOffice Hours 08h00 17h00There will be occasions where the incumbent would need to work overtime.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0NTk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126061&xid=1109_54594
2y
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As a Service Consultant you will be the representative of our Client. The role entails meeting up with existing clients on a day-to-day basis at our Clients convenience to update their Wills and make relevant Will amendments based on changes on the clients profile. The role provides clients with the required advice to update their existing Will and ensure a Valid, tailor made Last Will & Testament to suit their testamentary needs and wishes. Furthermore, this role uses the Legacy BluePrint PlannerTM to identify the updated/revised legal expenses Clients can expect to pay regarding their Estates when they pass away once identified provides clients with suitable options from our unique Legacy Proptection PlanTM.
* Identify and analyse Client needs in terms of their Estates and Wills, expenses for the Clients deceased Estates and once identified offer suitable options from our unique Legacy Protection PlanTM.
* Maintain professional relationships with existing Clients.
* You should do a Legacy Blueprint calculation for each Client you meet with.
* Advise Clients of preferred Plans.
* You should draft Last WIlls and Testaments according to the standards as stipulated in your Service Level Agreement (SLA).
* Make WIll amendments, as per the Clients requests and according to the standards as set out in your Service Level Agreement (SLA).
* Administration - including feedback and follow up with the Clients.
* You should take responsibility for your Diary. You are required to honour all Bookings.
* You are required to attend all official meetings as and when scheduled.
* It is your responsibility to ensure that your qualifications and accreditation is kept up to date. If you are under supervision, it is you responsibility to ensure that your supervision file is kept up to date, in real time.
* Matric/Senior Secondary Certificate - Prerequisite
* NFQ 5 - Industry related - Required
* Class of business
* RE5 - Required
* Computer literate, with specific knowledge of the MS Office Suite
* CPD Points
* Good Interpesonal Skills
* Attention to detail
* Good Written Communication Skills
* Customer experience
* Matric/Senior Secondary Certificate - Prerequisite
* NFQ 5 - Industry related - Required
* Class of business
* RE5 - Required
* Computer literate, with specific knowledge of the MS Office Suite
* CPD Points
* Good Interpesonal Skills
* Attention to detail
* Good Written Communication Skills
* Customer experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzEwNTM1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1139828&xid=1555_10535
2y
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SavedSave
A well established law firm based in Kempton Park seeks a Deceased Estate Administration Clerk to join their teamMinimum Requirements:MatricDegree / DiplomaLaw Society Deceased Estate Certificate5 years experience with LIQUIDATION AND DISTRIBUTION ACCOUNTSIndependent worker / Self Starter Own vehicle and a valid drivers license Energetic and Confident
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTI4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1167210&xid=1109_67928
2y
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A top Company in the banking industry is looking for an experienced Debt Review agent, who is comfortable with working rotational shifts and alternate Saturdays and Public holidays.
Requirements
MatricNQF Level 5 Banking creditsAt least 2 years experience in Debt Review.Must have full knowledge of Debt Review (from liaising with debt collection agencies to Dealing with insolvency and Sequestrations)Regulatory Exam RE5 will be advantageous.Must come from one of the top banks.Must be great at objection handling.Must have excellent English Communication.
Must be available to start Immediately.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTQ4ODcxNDc4P3NvdXJjZT1ndW10cmVl&jid=1684884&xid=1948871478
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Employer DescriptionLegal firm in JohannesburgJob DescriptionThe position is for a mid-level Deceased Estate Administrator and Office Assistant. The candidate must have at least 3-5 (three to five) years experience as a deceased estate administrator.Deceased Estate Administration Duties (The candidate must be able to administer a deceased estate from reporting to finalization, drafting of letters and other documents, like Trust resolutions and Final Wills and Testaments, making appointments with Clients, giving Clients feedback, corresponding with creditors, the masters Office, Agents, SARS etc).Office Manager duties include keeping stock of stationary, ordering other items for the office as required, arranging couriers, arranging appointments with clients, managing the diaries of the Head of Department and Managing Director, keeping the lists and other reporting documents up to date for meetings with stakeholders.QualificationsMatricAdditional qualifications beneficialSkillsMinimum of 3 years of work experience as a deceased estate administrator at a reputable attorney firm, fiduciary company, or financial institution; Experience in Trust administration will be advantageous; Excellent written and oral communication skills in English; Strong computer literacy and experience in Microsoft Office products; Willing to work in a team but can function independently.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2MTMwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195236&xid=1109_76130
2y
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Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.Job Spec Assistant Estate Administrator Fiduciary ServicesArea : Johannesburg NorthKey Responsibilities :Estate Administration (consisting of, but not limited to) :- Independently administering the Estate within regulatory guidelines- Preparation of all estate related letters (with applicable annexures) to Institutions- Completion of all transfer and redemption forms- Preparing and placement of statutory required advertisements- Obtain all relevant tax certificates- Meticulously diarizing and following-up on outstanding matters- Liaising with clients and assisting with general e-mail and telephonic enquiries- Liaise with correspondence and courier servicesLast Will and Testament Administration Quarterly Accounting (Preparation) - Processing of all documentation of the Companys standard administration system- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client- Set-up appointments- Scan and log original Will into fireproof safe- Send letter of acknowledgement/receipt to the client- Diary management- Maintain accurate Wills records and assist with annual audit of Wills in the safe.Skills and experience required - Minimum of 2 5 years experience within a professional deceased Estates administration environment- Basic knowledge of Wills and the Wills Act- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)- Excellent communication skills (client and service providers)- Strong communication skills (client and service providers)- Strong administrative positionPersonal Attributes - Customer focussed- High work standards- Managing work- Attention to detail- Planning Skills- Work IndependentlyOffice Hours 08h00 17h00There will be occasions where the incumbent would need to work overtime.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0Nzk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126076&xid=1109_54795
2y
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Were looking for a candidate to fill this position in an exciting company. Scope of work position Deceased Estate Administration Duties (The candidate must be able to administer a deceased estate from reporting to finalization, drafting of letters and other documents, like Trust resolutions and Final Wills and Testaments, making appointments with Clients, giving Clients feedback, corresponding with creditors, the masters Office, Agents, SARS etc).Office Manager duties include keeping stock of stationary, ordering other items for the office as required, arranging couriers, arranging appointments with clients, managing the diaries of the Head of Department and Managing Director, keeping the lists and other reporting documents up to date for meetings with stakeholders. Required Minimum of 3 years of work experience as a deceased estate administrator at a reputable attorney firm, fiduciary company, or financial institution Experience in Trust administration will be advantageous Excellent written and oral communication skills in English Strong computer literacy and experience in Microsoft Office products Willing to work in a team but can function independently.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18zMTdfMjAyNjEyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1225800&xid=317_202612
2y
1
Employer DescriptionLegal firm in JohannesburgJob DescriptionThe position is for a mid-level Deceased Estate Administrator and Office Assistant. The candidate must have at least 3-5 (three to five) years experience as a deceased estate administrator.Deceased Estate Administration Duties (The candidate must be able to administer a deceased estate from reporting to finalization, drafting of letters and other documents, like Trust resolutions and Final Wills and Testaments, making appointments with Clients, giving Clients feedback, corresponding with creditors, the masters Office, Agents, SARS etc).Office Manager duties include keeping stock of stationary, ordering other items for the office as required, arranging couriers, arranging appointments with clients, managing the diaries of the Head of Department and Managing Director, keeping the lists and other reporting documents up to date for meetings with stakeholders.QualificationsMatricAdditional qualifications beneficialSkillsMinimum of 3 years of work experience as a deceased estate administrator at a reputable attorney firm, fiduciary company, or financial institution; Experience in Trust administration will be advantageous; Excellent written and oral communication skills in English; Strong computer literacy and experience in Microsoft Office products; Willing to work in a team but can function independently.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2MTMwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195236&xid=1109_76130
2y
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