As an Estate Administrator Assistant, you would be responsible for providing administrative support to to the Estate Administrators. Providing administrative support to Estate Administrators. Reporting of of new estates to relevant parties. Obtaining certificate of balances and Preparation of Liquidation & intermediaries. Grade 12 At least 2 years' estate administration experience in a similar role. Basic knowledge Knowledge of the estate administration process. Knowledge of appropriate legislation linked to estate administration
As an Estate Consultant, you are the human element in the Estate Administration process. This means that during the estate administration process. Obtaining a set amout of LOEs per month. In new estates meetings meetings, explain the estates process, time frames and costs with client/families/beneficiaries and Brokers active enquiries that will not be converted to an estate are deactivated within our business durations, onboard the estate successfully. Expanding your knowledge with regard to basic deceased estates processes
As an Estate Consultant, you are the human element in the Estate Administration process. This means that during the estate administration process. Obtaining a set amout of LOEs per month. In new estates meetings meetings, explain the estates process, time frames and costs with client/families/beneficiaries and Brokers active enquiries that will not be converted to an estate are deactivated within our business durations, onboard the estate successfully. Expanding your knowledge with regard to basic deceased estates processes
As an Estate Administrator Assistant, you would be responsible for providing administrative support to to the Estate Administrators. Providing administrative support to Estate Administrators. Reporting of of new estates to relevant parties. Obtaining certificate of balances and Preparation of Liquidation & intermediaries. Grade 12 At least 2 years' estate administration experience in a similar role. Basic knowledge Knowledge of the estate administration process. Knowledge of appropriate legislation linked to estate administration
Retirement planning University planning Tax management Estate management Risk management Debt structure Insurance
Retirement planning University planning Tax management Estate management Risk management Debt structure Insurance
planning and the reporting. Keeping all relevant administrative records up to date. Submitting quarterly compliance
planning and the reporting. Keeping all relevant administrative records up to date. Submitting quarterly compliance