Estate Secretary:

• Our client, a reputable law firm is seeking a detail-oriented and professional Estate Secretary with a minimum of 2 years’ experience to join their team. The successful candidate will be responsible for handling estate administration processes with precision and confidentiality while ensuring compliance with legal standards.

Minimum Requirements:

• Matric Certificate.
• Relevant legal qualification.
• Advantageous: Vehicle and valid Driver’s License.
• Minimum of 2 years of proven experience as an Estate Secretary.
• Thorough knowledge of estate law and processes, including the Administration of Estates Act.
• Proficiency in Microsoft Office Suite especially with Excel, Word and Outlook.
• Strong organisational skills with a keen eye for detail.
• Excellent written and verbal communication skills.
• Ability to handle sensitive and confidential information with discretion.
• Client-centric approach with the ability to work well under pressure.

 Roles and Responsibilities:

• Draft and process all estate-related legal documents, including Liquidation and Distribution accounts.
• Administer deceased estates from the reporting phase to finalisation.
• Liaise with clients, beneficiaries, financial institutions, and other relevant parties regarding estate matters.
• Maintain accurate and up-to-date records for each estate file.
• Communicate effectively with the Master of the High Court, SARS, and other relevant authorities.
• Prepare and submit estate tax returns, including income and estate duty.
• Ensure that all documentation is compliant with statutory and internal firm policies.
• Assist with opening estate bank accounts and transferring assets.
• Provide timely updates and respond promptly to client inquiries.
• Manage administrative tasks, including drafting correspondence, document filing, and scheduling appointments.