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Estate Assistant / Administrator

EnableSA (Pty) Ltd
Port Elizabeth, NJ Full Time
POSTED ON 5/15/2024
Our client is seeking an experienced Estate Assistant / Administrator to join the Port Elizabeth team, 

·         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 documents 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



Requirements

·         Grade 12

·         Diploma / Degree in Law / Trusts will be an advantage

·         Minimum 2 years experience in the legal field specifically law / trusts

·         Computer literate

·         Valid drivers’ license



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