Financial

Admitted Attorney (Deceased Estates and Administration)

Full Time

Admitted Attorney (Deceased Estates and Administration)

Location: George, Garden Route

Ref: LRF21068

Type: Permanent

Industry: Financial

An established mid-tier firm in George has a vacancy for a resourceful and solutions orientated Attorney, specialising in Deceased Estates and Wills, to form part of their dynamic team.

The role requires high standards in terms of service quality, technical competence and needs a confident, effective individual who can communicate effectively. The successful candidate will also be responsible for building strong client relationships.

The firm delivers expert audit, assurance, tax, accounting and consulting services to clients in almost every sector.  The network has 13 independent member firms across South Africa and is part of one of the largest international networks of firms in the world.

Requirements

  • Ability to independently attend to estate planning, drafting of wills, administration in deceased estates (from start to finish)
  • Drafting wills independently (assistance provided in complex cases)
  • Estate duty calculations
  • Estate administrative functions and tasks
  • Trust deed updates and changes
  • Preparation of Liquidation & Distribution account
  • Drafting of elementary Liquidation & Distribution accounts
  • Transfer of movable assets e.g. shares, firearms and vehicles
  • Reconciliation of bank accounts
  • Drafting of elementary cash statements
  • Preparation of final tax return
  • General typing and filing duties
  • Own vehicle, a valid driver’s licence and willing to travel when needed
  • Ability to work under pressure and meet strict deadlines
  • Ability to work independently and in a team
  • Exceptional attention to detail
  • Advanced organisational skills
  • Excellent communication skills (English and Afrikaans)

Qualification

  • Admitted Attorney·
  • Bachelor of Law / LLB·
  • South African citizen

Experience

  • 2 to 4 years’ post-article experience in estate planning, drafting of wills, administration in deceased estates and compliance as well as trust administration
  • Working knowledge of Word, Excel and Microsoft Office

Knowledge

  • Basic knowledge of financial concepts and principles
  • Knowledge of Legalease will be an advantage

Competencies

  • Communicates effectively
  • Administration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Drives results
  • Being resilient
  • Computer skills (MS Word & MS Excel)

Salary:  R20k to R30k pm, depending on experience

 

HOW TO APPLY 

  • Ensure you meet all the requirements
  • Complete all the requested information below
  • Remember to attach your CV
  • Once your application has been made, you will receive a generic e-mail to confirm the receipt of your application
  • Only short-listed  candidates will be contacted
  • Should you not be contacted by a consultant within 2 weeks, please consider your application as unsuccessful.