WILLS & ESTATE SECRETARY
CBD

Our client a leading national legal firm seeks to appoint an Estates & Trusts Secretary. The successful incumbent will have a relevant Paralegal Diploma and a minimum of 2 years relevant experience.

We are looking for a dynamic individual who thrives on teamwork and who has the ability to complete functions independently and accurately.
Your strong attention to detail, excellent written communication and sound Dictaphone typing skills is an essential criteria for this position.

Requirements:
• Paralegal Diploma
• Minimum 2 years’ experience within a similar role
• Must have extensive Dictaphone typing experience
• Ability to administer and execute instructions, from receipt to conclusion, with minimal professional supervision.
• Strong organisational skills, meticulous and high attention to detail
• Ability to take initiative and assume responsibility for monitoring expeditious progress of transactions
• Basic accounting skills.

Responsibilities:

Legal Functions:

Estates Planning
• Complete basic preliminary documents to report a testate and intestate estate
• Manage estate bank account(s) including, loading payments, paying creditors and reconciling same.
• Prepare and place the necessary advertisement in press (local newspaper) and government gazette. Section 29 & 35 advert.
• Prepare standard letters to bank, creditors and debtors to go on record, Attend on queries from creditors and debtors
• Collate details for valuation of assets, collate details in respect of creditors
• Compute and pay Master’s Fees
• Prepare draft liquidation distribution and account, Prepare vouchers and lodge with liquidation account where necessary, Prepare reconciliation statement
• Prepare accompanying documents to effect transfer of assets e.g. cessions, share/collective investment transfer and policy transfer.
• Compile vouchers in preparation of tax returns, Compute basic tax return (recommended), Rudimentary capital gains tax calculation (recommended).
• Assist the Trust sub – department from time to time especially during peak times such as reporting periods and tax filing.

Wills
• Prepare Wills under instruction, Amend and update precedent Wills
• Entering the new wills on the register and filing all wills.