Junior Estate Administrator Jobs in Cape Town, South Africa at SET Consulting
Junior Estate Administrator
Market-related Package
Claremont, Cape Town
A well-established fiduciary services firm is seeking a detail-oriented and professional Junior Estate Administrator to join its team. This opportunity is ideal for a candidate with 1–3 years of experience within a fiduciary or estate administration environment who is looking to grow their career in deceased estate administration.
The successful candidate will be responsible for coordinating the end-to-end administration of low-risk / non-estate dutiable deceased estates in accordance with the Administration of Estates Act, Master’s Office requirements, and internal standard operating procedures.
Key Responsibilities:
Estate Reporting & Master’s Office Administration
Prepare and submit reporting packs, statutory forms, and supporting documentation to the Master’s Office, including submissions via the Master’s online portal.
Draft correspondence to the Master’s Office, including explanations, undertakings, and responses to queries.
Attend at the Master’s Office for lodgements, collections, follow-ups, and urgent enquiries when required.
Track outstanding matters and follow up on appointments, approvals, queries, and lodged documents until finalisation.
Engage with heirs and next of kin to obtain instructions, explain the estate process, and gather required information and documentation.
Compile and quality-check estate reporting documents and supporting schedules.
Estate Administration
Open and maintain estate files and ensure accurate, audit-ready recordkeeping.
Liaise with banks, insurers, investment houses, employers, and other institutions to obtain balances, date-of-death values, and supporting documentation.
Correspond with heirs, beneficiaries, and service providers, ensuring professional communication and timely updates.
Prepare draft Liquidation and Distribution Accounts and assist with reconciliations of estate assets, liabilities, income, and expenses.
Assist with tax and compliance documentation and liaise with tax practitioners where required.
Estate Finalisation
Assist with final reconciliations and settlement of estate liabilities and administration costs.
Support the process of obtaining tax clearances and ensuring compliance with SARS requirements where applicable.
Prepare and process beneficiary distributions in line with approved instructions.
Ensure estate files are properly closed and all documentation is accurately stored upon finalisation.
Minimum Requirements
Relevant tertiary qualification in Estate Administration (certificate/diploma).
Candidates currently studying toward a relevant legal qualification will have an advantage.
1–3 years’ relevant experience within a fiduciary, legal, or estate administration environment.
Working knowledge of the Master’s Office processes and the Master’s online portal.
Proficient in MS Office Suite, including Outlook, Word, Excel, and PowerPoint.
Competencies & Attributes
High level of accuracy and attention to detail.
Strong planning and organisational skills.
Professional communication and interpersonal skills.
Ability to manage multiple matters and follow through on outstanding tasks.
Strong sense of integrity, accountability, and confidentiality.
Team-oriented with a client-service mindset.
Apply
If you are passionate about estate administration and looking to build your career within a professional fiduciary environment, we encourage you to apply.
Title: Junior Estate Administrator
Company: SET Consulting
Location: Cape Town, South Africa
Category:
