Join our team in Fiduciary Services as a Senior Paralegal Deceased Estate Administrator and Estate Planner.
Take your career to new heights with a leading company that specializes in administering deceased estates, estate planning, wills writing, and trust administration. Enjoy a supportive team, a CEO who values your contributions, and a generous remuneration package with excellent earning potential. Embrace a positive work culture and make a difference in the lives of our clients.
$ads={1}
As a Senior Paralegal Deceased Estate Administrator and Estate Planner, you will have the privilege of reporting directly to the CEO, gaining valuable exposure and experience within our esteemed organisation.
Key Responsibilities and Competencies:
- Take ownership of the entire deceased estate administration process, from opening the file to closing the matter. This includes obtaining the letter of executorship, reporting, drafting L&D accounts, preparing final accounts, and ensuring a seamless closure.
- Handle all financial aspects of transactions, including collecting costs/disbursements from clients, invoicing, and addressing general accounting queries.
- Maintain effective communication with internal stakeholders such as tax and accounting services, corporate governance, and external parties such as banks, municipalities, rates consultants, estate agents, deeds office, and SARS.
Ensure strict compliance with various financial institutions' procedures and processes. - Take charge of mentoring and managing a staff member within the Fiduciary Services Business.
- Provide valuable estate planning and wills writing services to the advisors.
What we need from you:
- Matric (Grade 12 passed) and a paralegal qualification.
- Relevant qualification in deceased estate administration.
- Minimum of 5 years' experience in administering deceased estates.
- Excellent communication and relationship-building skills.
- Proficiency in Excel, particularly VLOOKUP, will be advantageous.
- Computer literacy, including MS Office 365 package (MS Teams, Outlook, Word, Excel, etc.).
- Possession of a valid driver's license and own transport.
You will excel in this role if you have the following:
- Strong attention to detail, proactive attitude, and a high level of accuracy.
- Reliable, punctual, and highly organized.
- Excellent written and verbal communication skills.
- Results-focused with an energetic approach to tasks.
- Effective time management skills.
- Demonstrates good working ethics, commitment, and knowledge sharing.
- Ability to work independently, showcasing innovation and initiative.
- Thrives under pressure, meeting deadlines with exceptional performance.
- Interpersonally skilled, fostering collaboration and information integration.
- Capable of following instructions and procedures.
- Our aim is to help you build a successful career with us.
Remuneration:
We offer a comprehensive rewards package that acknowledges and values your contributions. As a valued member of our team, you'll enjoy attractive compensation and incentives that reflect your expertise and dedication. Join us and unlock the potential for personal and professional growth, while being rewarded for your valuable skills and abilities. Your earning potential is directly linked to your focus, dedication, and hard work.
As Group of Companies, we are committed to transformation and embrace the diversity of all South Africans, fostering a truly inclusive workforce and work environment. We value every application and will respond to successful candidates within two weeks from the date of publishing. If you do not hear from us within this period, please consider your application as unsuccessful.
Additional information:
Immerse yourself in an exciting opportunity based in the vibrant location of Honeydew, Johannesburg. As a rapidly growing company, we have been diligently expanding our Wills bank, ensuring a comprehensive grasp of assets, liabilities, and executor fees through thorough estate planning and FNA reviews. Currently, we are actively winding up multiple late estates, with several more expected in the coming financial year. Join our dynamic team and be part of this exciting phase of growth, where you can contribute your expertise and make a significant impact.
