estate assistant / administrator - Port Elizabeth
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;
Qualification:
- Experience in the legal field, especially Trust and Estates; or
- Diploma or degree in law or Estates/Trust will be to your advantage.
- Matric;
Applicant should have a license and be fully literate in Microsoft Office.
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