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Results for administration jobs in Legal Secretary Jobs in KwaZulu-Natal
We have a vacancy in our La Lucia Ridge Office for a
Legal Filing Clerk/Junior Legal Assistant.
Minimum Requirements:
1. Senior Certificate;
2. Previous experience at a law firm is a
non-negotiable requirement;
3. Strong administrative and time management skills;
4. Able to work independently;
5. Computer Literate (MS Word, MS Excel, MS Outlook,
Legalsuite);
Duties:
1. Drafting letters of demand and court processes;
3. Client and debtor liaison;
4. Capturing fees;
5. General legal administrative and secretarial
duties.
6. Liaising with sheriff's
please email applications to legalcollections43@gmail.com
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Legal Administration PositionPosition available for an experienced individual for a legal administration, providing general assistance to clients on registration and documentation in an office based environment. Dealing with client queries via email and telephonic correspondence, providing accurate and efficient assistance.LLB with experience necessary. Forward CV to: hire@recharger.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM3ODUzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1123777&xid=1266_37853
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Were looking for a candidate to fill this position in an exciting company. ESSENTIAL DUTIES Provide legal advice, including legal opinions and litigation advice to management on ongoing legal issues/matters.Review all contracts or any other documentation where the Group has committed itself and assess the legal implications that need to be brought to managements attention. R eview of contracts with a deep understanding of and highlighting the Groups business risks.Review and draft all Group policies with relevant Group Heads to ensure compliance with all statutory or legal requirements.Draft contracts, terms and conditions, policies and any other legal documents, which includes Financial Services/Legal Policy Marketing Material before being published.Contract File Management to ensure that final signed versions of contracts are filed, as well as file renewals and meeting contractual conditions, etc. Ensuring that all case files are maintained and regularly updatedManage ad-hoc legal and risk requirements.Analyse future risks associated with the business, which includes any current and/or draft legislation that could impact the business.Despatch incoming and outgoing correspondence for legal advisors.General Administration: Attend to general administrative tasks associated with legal matters, insurance administration, audit and due diligence etc.Assist with Group Company Secretarial functions including administration and drafting resolutions.Keep up to date with latest legal and risk legislation and publications to inform business regularly. Identification of existing and emerging legislation relevant to the Groups business and ensure that risks that may arise from compliance requirements are well understood by the business. This includes influencing new legislative developments via industry bodies to shape new legislation.ESSENTIAL EXPERIENCE Expert in reviewing and drafting legal contracts and policy documents. Brilliant writing skills, including policy drafting experience. Expert analyst of legal and business risks that includes a sound understanding of business strategies with the outcomes to be achieved. Experience in understanding commercial aspects of business and analysing risks together with proactive and mitigation strategies.3-5 plus years post admission including legal and risk experience inhouse at a corporate.Preferably a BCOMM Law degree.Experience in company secretarial functions.Internal and external stakeholder management. PERSONAL CHARACTERISTICS Effective communicator at an executive level High emotional resilience Commercial brain Strong sense of urgency Forward thinking, complete thinking, creative thinking and methodical approach
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18zMTdfMjAxMzM2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1138276&xid=317_201336
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Durban - The Committee Secretary will provide secretarial and general administrative support, including logistical arrangements for the Board and various Committees. Reporting to the Group Company SecretaryResponsibilities:• Provide secretarial and general administrative support by collating, running and distribution of board packs.• Manage the year planner, setting up meetings and liaising with members.• Take and type minutes and formulating action items.• Provide support to executives on a day-to-day basis on various governance issues.• Communicate with management and Board members.• Ensure that information systems are maintained and enhanced according to industry best practice.• Ensure share registers is in place with all data, corrected and recorded.• Monitor, maintain and update resolution register.• Administer Board remuneration and resolve all queries• Handle queries from clients, meeting Ithala deadlines.Job Requirements: Experience and Qualifications:• CIS or related qualification or equivalent.• 3-5 years Company Secretarial environment experience.• Computer Literacy (MS Office).• Sound knowledge of Corporate Law and Corporate governance principles.• High level of understanding and experience in the application of PFMA, as well as related legislation.• Minute taking and Secretarial ability.• Ongoing awareness of the Committee Secretary’s activities.• Excellent typing skills.• Note taking and transcription abilities.• Excellent filing skills• Business etiquette and assertiveness.• Honesty, dedication and willingness to learn.• Professional appearance and conduct.• Tenacity and professionalism.• High level of integrity.NB! All Short listed applicants will be subjected to assessments, reference and credit checks.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM4OTI5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1131557&xid=1266_38929
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Legal Administration PositionPosition available for an experienced individual for a legal administration, providing general assistance to clients on registration and documentation in an office based environment. Dealing with client queries via email and telephonic correspondence, providing accurate and efficient assistance.LLB with experience necessary. Forward CV to: hire@recharger.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM3ODUzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1123777&xid=1266_37853
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Job Title: Legal Secretary.
Company: Shamla Pather Attorneys Inc.
Location: Umhlanga, KwaZulu-Natal, South Africa.
Position Overview:
We are currently seeking a skilled and professional
Receptionist to join our team. The Receptionist will be the first point of
contact for our clients and visitors and will play a crucial role in providing
exceptional customer service and administrative support to ensure the smooth
operation of our office.
Key Responsibilities:
Front Desk Management:
- Greet clients and visitors courteously.
- Answer and direct phone calls professionally.
- Handle inquiries about the firm’s services accurately.
- Manage incoming and outgoing mail and packages.
- Coordinate meeting room bookings and prepare conference
rooms.
- Perform clerical duties: photocopying, scanning, filing.
- Assist with legal document preparation.
- Monitor office supplies and place orders.
- Coordinate with building management for maintenance.
- Diary management skills.
Qualifications:
- Matric Certificate or equivalent; office administration
certification advantageous.
- Receptionist experience, preferably in a legal setting.
- Proficiency in MS Office and typing.
- Litigation and conveyancing knowledge advantageous.
Application Process:
To apply for the Receptionist position at Shamla Pather
Attorneys, please submit your resume and cover letter detailing your
qualifications and relevant experience to reception@lawspa.co.za.
We thank all applicants for their interest in joining our
team.
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Conveyancing SecretaryConveyancing Secretary required for legal company to join their team in their East London office.The successful candidate would be required but not limited to:Attend to the full administration of the transfers, bonds and cancellations on behalf of the correspondence file, from receipt of the instruction through to lodging. Liaising with linked firms on matters and delegating work for immediate lodgment.RequirementsGrade 12Paralegal and Secretarial certifications essentialMinimum 5 years experience within the position of Conveyancing SecretaryExperience within Absa, Standard Bank, Nedbank & FNB bond registrationsSound knowledge of MS Word, LexisNexis experience or similar software experienceStrong communication skills; written and verbal bilingualValid Drivers License and own vehicleAbility to work independently in a pressurized environmentPlease forward CV and ALL supporting documentation to Tammi Johnson at recruiter1@profilepersonnel.co.za(recruiter2@profilepersonnel.co.zaShould you not hear from Profile Personnel within 14 days please consider your application unsuccessful for the vacancy. Please note all applications will automatically be added to our database for future vacancies.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM3MjA0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1147005&xid=1266_37204
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A position has become available for a *Legal Officer: Regulatory* to join our dynamic team in North West.
* Matric/Grade 12 Certificate
* Law Degree
* Admission as a Legal Practitioner
* 2 years post admission experience in a legal environment or in a professional regulatory environment
* Knowledge of Legal Practice Act, No 28 of 2014
* Section 109 Regulations
* Code of Conduct for all Legal Practitioners & Court Rules.
* Communication
* Attention to detail
* Interpersonal
* Accuracy
* Problem solving
* Critical thinker
* Prosecution
* Deadline driven
* Research
* Integrity
* Time management
* Multi-tasking
* Writing
* Team player & ability to work under pressure.
* Assess complaints received on allegations of misconduct
* Gather and access all relevant information and documentation to evaluate the complaint
* Identify any additional areas of prima facie misconduct
* Form a view on prima facie unprofessional conduct both within and outside the purview of the complaint
* Investigate complaints within the allocated timeframe
* Participate in the Committee to provide recommendations on decision
* Record decisions of Committee and provide feedback to complainant and legal practitioner
* Handle appeals on papers, if required
* Prepare agenda for the Committee if further roundtable discussions are to be held with all parties, when there insufficient evidence to prosecute
* Lead the discussion with the Committee, resulting in a conclusion of the matter or if the matter needs to be referred to the Disciplinary Committee
* Formulate charges in accordance with applicable legislation
* Prosecute the charge and lead witness to give evidence to support the charge
* Coordinate appeals and reviews of findings of Committee
* Prepare a memorandum from Investigation Committee to conduct inspections
* Conduct follow-ups on inspections that have taken place
* Report on investigation findings for further prosecution or dismissal or send to Disciplinary Hearing or for temporary suspension
* Maintain records of decisions made by the Disciplinary Committee, Court or Council
* General Office administration, Advisory support and staff supervision
* Communication
* Attention to detail
* Interpersonal
* Accuracy
* Problem solving
* Critical thinker
* Prosecution
* Deadline driven
* Research
* Integrity
* Time management
* Multi-tasking
* Writing
* Team player & ability to work under pressure.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzE0NDUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1158824&xid=1555_14451
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A well-established law firm in Port Elizabeth is looking for a Collections Paralegal to join their team. The vacancy is for a position as team leader, so strong leadership skills are a must.Open position : Collections ParalegalLocation : Port ElizabethSalary : Market relatedType : PermanentStrictly EE / AA positionWorking hours : 08h00 to 16h30 (Monday to Friday)Job requirements :Minimum 5 years’ experience in Municipal collections is essentialAble to work in Ghost Practice, Excel and Microsoft WordA good communicator, fluent in written and spoken EnglishStrong administrative skillsExperience drafting Court documentsAble to work under pressure and independently
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyNzM3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1155407&xid=1266_42737
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Location: Port ElizabethSalary: R12 000 to R15 000 per month CTC commensurate with experience and qualification Qualifications / Requirements:Strong administration experiencePrevious experience in a Bank or Finance Department is requiredExperience with:Collate and check all contractsHandle all queries from branchesProcess and check all contracts loaded onto the systemProcess deals from application to pay-outCommunication with various banksHandle all follow ups
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyNjY3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1155344&xid=1266_42667
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Johannesburg - Freedom Under Law (FUL) aims to promote democracy under law and advance understanding of and respect for the rule of law and the principle of legality in Southern Africa.It does this principally by instituting or joining in litigation from time to time to combat and correct institutional conduct in conflict with the rule of law.About the JobFreedom Under Law (FUL) seeks to appoint an Executive Officer. The Executive Officer reports to the FUL Board of Directors and is responsible for providing leadership and executing the strategy of the organisation. Together with the Board, the Executive Officer formulates the vision and overall strategy of FUL. It is envisaged that a strategic review planned for early 2022 will see a reorientation and possible expansion of FUL’s role. It is hoped that the newly appointed Executive Officer will help drive this process and the resulting vision.Key ResponsibilitiesCommunicating and executing the organisation’s strategy on a day-to-day basisLeading and helping formulate appropriate legal interventionsFundraisingOverseeing the financial and human resources administration of the organisation as its sole employeeEnsures communication and, where appropriate, collaboration with internal and external stakeholders.Formulating and participating in advocacy campaigns intended to promote FUL’s litigation initiatives or otherwise profile rule of law and constitutional concernsRequirementsA law degree and/or post-graduate qualification in lawApproximately ten years relevant experience in a law-related fieldKnowledge of and familiarity with South Africa’s public interest law sectorAbility to interact and communicate constructively with a broad range of partners from persons in government, donors, legal professionals and civil societyPublic relations, media liaison and advocacy skills as the public face of FULTo applyIn order to apply, send through your full application by Friday 04th February 2022
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM2NjA0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1146812&xid=1266_36604
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CSS Group situated in Rosebank is seeking for a HR Manager ,We seeking for a HR Manager thats hands-on and is responsible for leading and directing the routine functions of the Human Resource (HR) department. This includes hiring and interviewing staff, enforcing the companies policies and procedures, overseeing payroll and rewards and recognition programs, as well as employee wellness initiatives.
Recruitment and On-boarding
* Onboarding newcomers to the company
* Maintaining a smooth onboarding process
* Facilitate the Induction Process for new hires with the L&D Department
* Providing new employees with New Hire Packs to fill in for payroll purposes and providing them with access cards and laptops if required .
* Ensure that sufficient permanent and part-time staff is available
* Recruitment of bulk Contact Centre staff to Mid-Level staff
* Ensure necessary checks are done before proceeding with offer (reference, credit and criminal check)
* Needs analysis to determine actual vacancies
* Manage 30 and 60 survey of newcomers in the company
* Manage three-month Probation of newcomers or promotional changes in the company
* Co-ordinate the exit interview process and utilise data to deliver change
Wellness
* Oversee all wellness initiatives within the business
* Co-ordinate Employee Assistance Program interventions, Wellness Days etc
* Manage the implementation of the Employee Satisfaction Surveys to identify the current levels of employee engagement
* Ensure with Health and Safety committee the business is compliant
Performance Management
* Develop and support a performance culture and play a significant role in managing the performance review process
* Facilitate and monitor the management of poor performance, discipline, ill-health and disability matters
* Manage the bi- company performance appraisal programme
Remuneration/Payroll
* Maintain work structure by updating and or creating new job descriptions for all positions.
* Manage the full payroll function for 700 to 800 employees
* Ensure monthly payroll are processed timeously and accurately and comply with legislative requirement
* Discuss, manage and audit contact centre monthly incentive structure
* Coordinate and manage payroll input for new employees
* Terminate exit employees and manage staff deductions
* Oversee Leave management system
Administration & Compliance
* Ensure compliance with HR Related policies, procedures and legislation
* Review and develop employee terms and conditions of employment and benefits.
* Develop and manage HR policies in line with the internal governance, risk and compliance standards.
* Understand and remain up to date on the different specific legal conditions and legislation.
* Create Business SOP’s when required
HR Analytics and Reporting:
* HR Analytics – provide meaningful insights from data e.g. attrition, absenteeism, recruitment etc
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzkxMDdfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137475&xid=1555_9107
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Arcadia, Pretoria: LEGAL CONVEYANCING CLERK (LAW STUDENT)Minimum Requirements:-Presentable and professional female (White or Indian female, as per firm’s current BEE requirements)-Excellent communication skills-Currently final year LLB student a must-Valid driver’s license and own vehicle a must-Highly intelligent and able to understand instructions quickly-Able to work in high pressure work environment essential-Friendly personality-Eager and willing to learn-To start as soon as possibleDuties:-General legal administration duties (Conveyancing)-Travelling to Deed’s Office daily-Compiling legal Conveyancing documents-Contacting, liaison and visiting clientsSalary: ± R 8 000.00 grossE-mail detailed CV in Word or PDF (Not as a link) and indicate the following in the subject line:- Reference CR2171; and- Your salary expectation in context with the amount offered(Also forward a recent photograph and your Academic Record)APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUxNTM1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1194536&xid=1266_51535
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Legal Collections Administrator – StellenboschCandidate Requirements:• 2 years related experience• Relevant degree (advantageous)• Highly computer literate, especially in MS Excel – MDA Software experience is advantageousResponsibilities include: • Following debt collections processes• Blacklisting • TPN updating and monitoring• Tenant movement administration• Checking lease agreements• Resolving daily queries• Basic reconciliation of accounts• Liaise with other departments to gather information and resolve issues• Reporting into managementCV’s are to be sent to global@globalrecruitment.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM1NjM0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1103393&xid=1266_35634
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We are currently recruiting for an experienced and qualified *Short Term Insurance Administrator and Personal Assistant* to join our dynamic team.
* Placement of new business, policy renewals, amendments and claims handling.
* General office administration and advisor support.
* Client relationship management.
* Advanced proficiency on MS Word/Excel etc.
* Fully Bilingual (Afrikaans/English).
* Strong knowledge of FIC and FAIS requirements
* RE5 Advantageous
Market Related
* Advanced proficiency on MS Word/Excel etc.
* Fully Bilingual (Afrikaans/English).
* Strong knowledge of FIC and FAIS requirements
* RE5 Advantageous
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1Xzc3OTJfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1136652&xid=1555_7792
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Well established law firm in Alberton is looking for a Legal Secretary/Deceased Estate Assistant to join their professional teamMinimum requirements:MatricMinimum of 3 Years Experience as a Legal Secretary/Deceased Estate Assistant Must have good knowledge on dealing with all the administrative duties regarding Deceased EstatesKnowledge on Legal Suite will be an advantage Must be able to work independently
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM5NjU3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1132059&xid=1266_39657
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*Only superstars need apply. Please ensure that you meet the criteria and have the relevant experience.*
The FluidRock Governance Group (Pty) Ltd is the leading independent governance, training, advisory and company secretarial services provider powered by some of the most well-known and experienced professionals in the industry. Our values that we live by are:
* Open and Honest Communication
* Unity
* Trust and Integrity
*Job Description:*
* Practical knowledge and understanding of the requirements of Companies Act, Corporate Governance standards, and King IV
* All CIPC changes, registrations and de-registrations
* All Trust changes, registrations and de-registrations
* Statutory Audits
* Dealing with Auditor queries
* Maintaining Company Registers / Statutory Reports
* Filing of Annual Returns to CIPC
* Ensuring all correspondence and administration is completed timeously and correctly;
* Collate reports and ensure that any other documentation prepared is of high quality and in line with the company quality standards
* Drafting of Board and Shareholder Resolutions according to MOI and the Companies Act
* Attend to other related duties in the capacity as Senior Statutory Consultant from time to time
Relevant Legal Practitioner Qualification with at least *10 years’ experience in a similar role*. Familiar with working on Company Secretarial packages, preferably on Greatsoft / E-Sec.
*Competencies:*
* Systematic Approach
* Accuracy & Attention to detail
* High levels of stress tolerance
* Strong personality
* Excellent communication skills
* Professionalism
* Strong Administration skills
* Able to take initiative
* Well-organised, courteous, conscientious, resourceful
* Able to multitask and work under pressure
* Have strong interpersonal skills and EQ
* Function independently and as part of a team
* Exhibits high performance work ethic and culture
Dependent on inter alia experience, skill and fit
Relevant Legal Practitioner Qualification with at least *10 years’ experience in a similar role*. Familiar with working on Company Secretarial packages, preferably on Greatsoft / E-Sec.
*Competencies:*
* Systematic Approach
* Accuracy & Attention to detail
* High levels of stress tolerance
* Strong personality
* Excellent communication skills
* Professionalism
* Strong Administration skills
* Able to take initiative
* Well-organised, courteous, conscientious, resourceful
* Able to multitask and work under pressure
* Have strong interpersonal skills and EQ
* Function independently and as part of a team
* Exhibits high performance work ethic and culture
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzEwODc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1141086&xid=1555_10875
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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
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MAY 2024 classes will be available to teach people with a passion for the Administration of Deceased Estates. starting at the Roots of how to collect required docs, report estates to the Master of High Court, drawing up a Power of Attorney. Proceeding to write to institutions, advertising, to the stage of drawing up the First & Final Account. a second course will follow with the different scenarios of estates, the laws thereof and the finalisation of the estates. Small classes, 5 people max. We are also considering doing classes over the weekends. WhatsApp 0724333099
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Your time is now to be your exceptional best at Old Mutual! Job Description This role is responsible for providing advanced or specialist legal support. It also partakes in actions related to legal risk management, technical training and marketing interventions. The incumbent is individually accountable for achieving results through own efforts over periods of up to 3 months. Role Description: Provides advanced or specialist legal support. Provides technical training on financial planning/ product development/ retirement funds/ client services and administration. Networks with or serves on industry bodies if required. Networks with high-level client base. Provides assistance with semi-legal or contractual documents. Conducts or participates in litigation if required. Writes financial planning circulars. Works on projects. Provides legal opinions/comments on legislation. Contributes to the appropriate management of legal risk within area of responsibility e.g. identifying legal risks. Facilitates mitigating action and may initiate action by training and fixing, specifically where control break occurs or is likely to occur. Conducts legal marketing interventions and generally promotes a better understanding of legal requirements in area of responsibility. Qualifications and Experience required: LLB Degree Post Graduate Diploma in Financial Planning Must have passed CFP Financial Industry Experience The appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual Limited and the specific business unit in question. Skills Education Closing Date 25 May 2022 Old Mutual Limited has adopted a mandatory Covid-19 vaccination policy requiring its workforce to be fully vaccinated against Covid-19 by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. If you have an objection to taking the Covid-19 vaccination, you will be required to produce a negative PCR test (at your own cost) on a weekly basis as an alternative to vaccination. Prospective employees must inform the recruiter of their election prior to start date. Please refer to the Old Mutual policy for further detail. Old Mutual reserves the right to amend this policy from time to time.
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