Estate Secretary: needed at Marvel Placement Consultant

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Job title : Estate Secretary:

Job Location : Gauteng, Pretoria

Deadline : January 04, 2025

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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.

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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