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33 Deceased Estates jobs in South Africa

Deceased estates manager

Eastern Cape, Eastern Cape Yellosa

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Job Description

permanent

Our client is seeking an experienced and qualified Deceased Estates Administrator for their team.Location: Port ElizabethRequirements: Matric Qualified in LLB EXTENSIVE experience in estates & trust administration 5+ years of proven experience Own transport with valid drivers license MS Office Advantages: Experience in software packages Greatsoft & Legalease Certificate in Estates & trust administration Other than English well, having a 2nd language will help your application stand out Patient, tolerant, professional, well spoken About: Liquidation and distribution of deceased estates Drafting of Wills Administration of Will Trusts A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts. Letter-writing skills Work scheduling and prioritization skills Interpersonal skills Communication skills Client service skills Conflict management Drafting of wills and maintaining a database. Consultation with various clients about their estate planning needs. Interview family members of a deceased client. Opening new estate file Completion of required forms on death of a client, to lodge with Master of the High Court. Travelling to Masters Court. Writing letters about assets and liabilities. Obtain valuations of assets. Attend to the sale or transfer of shares and fixed property. Take care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department. Payment of all claims filed. Liaise with family members about the progress of the estate. Opening of a banking account in the name of the estate. All filing. Maintain a diary and timesheet. Drawing up of liquidation and distribution accounts. Attend to all matters relating to curatorship estates. Drawing up of curatorship accounts. Attend to Will Trusts. Maintain a record of work in progress and submit weekly to directors Maintain a monthly cashbook of all estates. Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc. Drafting trust documents to open a trust, and to attend to the registration of a trust. Assisting clients with changes that need to be made on a trust. To follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond. Advertising the estates at the correct times. Compliance with the firm’s System of Quality Management (SOQM), policies and procedures. Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct. How to Apply via our website: #J-18808-Ljbffr

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Manager, Deceased Estates

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 27 days ago

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Job Description

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, Simmonds Street

To support the Business Head to implement programmes, projects and initiatives to enable strategy, achieve minimum standards of service, adherence to governance standards, manage costs and achieve budgets, while continuously improving operational efficiency of the team with clear objectives and established tools. Responsibilities are directed by the requirements of the Business Head and align to the strategic objectives of the business unit.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Finance and Accounting

Experience Required

Business Management: 3-4 years of experience in managing projects to completion to achieve defined business objectives or metrics.
Business Support: 5-7 years of experience in influencing stakeholders at different levels across multiple disciplines to achieve shared outcomes, specifically within a financial services environment.

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

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Manager, deceased estates

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted 1 day ago

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Job Description

permanent

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Simmonds Street To support the Business Head to implement programmes, projects and initiatives to enable strategy, achieve minimum standards of service, adherence to governance standards, manage costs and achieve budgets, while continuously improving operational efficiency of the team with clear objectives and established tools. Responsibilities are directed by the requirements of the Business Head and align to the strategic objectives of the business unit. Qualifications Type of Qualification: First DegreeField of Study: Business CommerceType of Qualification: First DegreeField of Study: Finance and Accounting Experience Required Business Management: 3-4 years of experience in managing projects to completion to achieve defined business objectives or metrics. Business Support: 5-7 years of experience in influencing stakeholders at different levels across multiple disciplines to achieve shared outcomes, specifically within a financial services environment. Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of

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Manager, deceased estates

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted 1 day ago

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Job Description

permanent

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Officer, Deceased Estates, Admin

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 5 days ago

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Job Description

Overview

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, Simmonds Street

The primary objective of this position is to oversee the full outsource strategy in order to effectively manage capacity and improve collections recoveries within the non-performing portfolio. This includes working closely with outsource partners to develop collections tactics and implementing legal strategies to maximize recovery and collections performance. Additionally, this role involves managing vendors within established governance frameworks and policies as well as ensure adherence.

Qualifications

Matric, Diploma or Degree

Experience Required

1-3 years Exposure to Banking and experience in a Debt Collecting environment.

Experience in administrative functions – retrieval of statements, drafting of letters containing financial information

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Officer, Deceased Estates Transactional

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 12 days ago

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Job Description

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, 5 Simmonds Street

To provide a general administrative and fulfilment function for Affluent Express, Private and Prestige/Executive Clients. To provide an account maintenance and investment roll-overs service including general portfolio management administration.

Qualifications

Matric ,Diploma or Degree in Business Commerce

Experience Required

Ability to verify documentation, account details, and compliance requirements accurately.
Identifying and resolving discrepancies or anomalies.
Experience in administrative functions – retrieval of statements, drafting of letters containing financial information
Must have 1 - 3 Years Experience with assisting Deceased Estates Customer service on calls or enquiries received from Executors of an estate
Deceased estates experience preferable.
Practical knowledge and understanding of the processes and policies used in the Deceased Estates area.

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Team Leader, Deceased Estates

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 27 days ago

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Job Description

Business Segment: Personal & Private Banking

Location: ZA, GP, Johannesburg, Baker Street 30

Job Overview

As the Team Leader of Deceased Estates, your primary responsibilities will include:

Providing comprehensive administrative support and file management for the Business Support and Recoveries teams, including managing vendor relationships and monitoring key performance indicators.
Ensuring compliance with banking regulations and internal requirements in deceased estate management, while identifying and implementing process improvements.

This role requires a detail-oriented individual with strong analytical skills, leadership experience, and a commitment to maintaining the highest standards of professionalism in sensitive matters.

Qualifications

Essential Qualifications:

Diploma or Degree in Banking, Risk Management, or a related field
Minimum 3-4 years of experience in Credit Risk within the Personal and Private Banking sector
Demonstrable expertise in Risk & Corporate Affairs
Proven track record in a Debt Collecting environment
Substantial leadership experience

Preferred Qualifications:

Additional certifications in Risk Management or Banking
Experience in process improvement and operational efficiency

The successful candidate must possess a comprehensive understanding of the banking industry, demonstrate unwavering commitment to ethical practices, and exhibit the capacity to lead a team in a high-pressure environment. Only those who meet these stringent criteria will be considered for this critical role.

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Officer, deceased estates transactional

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted 1 day ago

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Job Description

permanent

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, 5 Simmonds Street To provide a general administrative and fulfilment function for Affluent Express, Private and Prestige/Executive Clients. To provide an

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Officer, deceased estates, admin

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted 1 day ago

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Job Description

permanent

Overview Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Simmonds Street The primary objective of this position is to oversee the full outsource strategy in order to effectively manage capacity and improve collections recoveries within the non-performing portfolio. This includes working closely with outsource partners to develop collections tactics and implementing legal strategies to maximize recovery and collections performance. Additionally, this role involves managing vendors within established governance frameworks and policies as well as ensure adherence. Qualifications Matric, Diploma or Degree Experience Required 1-3 years Exposure to Banking and experience in a Debt Collecting environment. Experience in administrative functions – retrieval of statements, drafting of letters containing financial information #J-18808-Ljbffr

This advertiser has chosen not to accept applicants from your region.

Team leader, deceased estates

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted 1 day ago

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Job Description

permanent

Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Baker Street 30 Job Overview As the Team Leader of Deceased Estates, your primary responsibilities will include: Providing comprehensive administrative support and file management for the Business Support and Recoveries teams, including managing vendor relationships and monitoring key performance indicators. Ensuring compliance with banking regulations and internal requirements in deceased estate management, while identifying and implementing process improvements. This role requires a detail-oriented individual with strong analytical skills, leadership experience, and a commitment to maintaining the highest standards of professionalism in sensitive matters. Qualifications Essential Qualifications: Diploma or Degree in Banking, Risk Management, or a related field Minimum 3-4 years of experience in Credit Risk within the Personal and Private Banking sector Demonstrable expertise in Risk & Corporate Affairs Proven track record in a Debt Collecting environment Substantial leadership experience Preferred Qualifications: Additional certifications in Risk Management or Banking Experience in process improvement and operational efficiency The successful candidate must possess a comprehensive understanding of the banking industry, demonstrate unwavering commitment to ethical practices, and exhibit the capacity to lead a team in a high-pressure environment. Only those who meet these stringent criteria will be considered for this critical role. #J-18808-Ljbffr

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Attorney - Deceased Estates & Fiduciary Specialist

Cape Town, Western Cape Bridgena Barnard & Associates

Posted 6 days ago

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Job Description

Job Title: Attorney - Deceased Estates & Fiduciary Specialist Seniority Level: Mid Career (2 - 4 years of experience)Job Type: PermanentReporting to: ManagerDuties and Responsibilities:

Specialize in managing Deceased Estates and Fiduciary matters
Handle Estate Duties, CGT, and Income Tax related to estates
Utilize expertise in GhostConvey software

Skills and Qualifications: Admitted Attorney with experience in Deceased Estates, Fiduciary, and relevant tax knowledge
Sector: Legal
Functions: Deceased Estates

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33 Deceased Estates jobs in South Africa

Deceased estates manager

Job Description

Manager, Deceased Estates

Job Description

Manager, deceased estates

Job Description

Manager, deceased estates

Job Description

Officer, Deceased Estates, Admin

Job Description

Officer, Deceased Estates Transactional

Job Description

Team Leader, Deceased Estates

Job Description

Officer, deceased estates transactional

Job Description

Be The First To Know

Officer, deceased estates, admin

Job Description

Team leader, deceased estates

Job Description

Attorney - Deceased Estates & Fiduciary Specialist

Job Description

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