What are the responsibilities and job description for the Estate Administrator position at PKF Durban?
The requirements for the position of estate assistant / administrator:
Responsibilities
Responsibilities
- Filing.
- Following up on correspondence with regards to Estate and Trust matters.
- Reporting matters to the ombudsman at various financial institutions;
- Reporting matters to complaints departments at various financial institutions;
- Uploading documents to SARS with regards to the Estates;
- Assisting and drafting payment requests;
- Assisting and drafting documents to transfer a Motor Vehicle from an Estate;
- Assisting and drafting of document to register a Trust at the Master of the High Court, as well as changes made to Trustees and Beneficiaries;
- Deliver and pick up documents.
- Assisting in drafting of Wills and Estate Documents.
- Experience in the legal field, especially Trust and Estates; or
- Diploma or degree in law or Estates/Trust will be to your advantage.
- Matric.