Estate Late Administrator

We are looking for a highly organised, detail-oriented and proactive Estate Late Administrator to manage the administration of deceased estate matters relating to Share Block portfolios.

This role involves managing each matter from the initial notification of death through to determining the appropriate resolution, whether that involves a name change, transfer of shares or another approved process.

You will be responsible for ensuring that all required estate documentation is obtained, verified and properly recorded. Where a share transfer is required, you will prepare a complete and accurate handover pack for the Share Transfer Administrator, who will manage the transfer process through to finalisation.

This position would suit someone with strong administrative skills, a methodical approach to their work and the confidence to communicate professionally with a range of stakeholders. You should be comfortable managing multiple cases, following up consistently and ensuring that no matter is overlooked.

We are looking for a highly organised, detail-oriented and proactive Estate Late Administrator to manage the administration of deceased estate matters relating to Share Block portfolios.

This role involves managing each matter from the initial notification of death through to determining the appropriate resolution, whether that involves a name change, transfer of shares or another approved process.

You will be responsible for ensuring that all required estate documentation is obtained, verified and properly recorded. Where a share transfer is required, you will prepare a complete and accurate handover pack for the Share Transfer Administrator, who will manage the transfer process through to finalisation.

This position would suit someone with strong administrative skills, a methodical approach to their work and the confidence to communicate professionally with a range of stakeholders. You should be comfortable managing multiple cases, following up consistently and ensuring that no matter is overlooked.

• Receive and assess deceased estate notifications and determine the appropriate administrative process for each Share Block portfolio.
• Request, verify and maintain all relevant estate documentation, including death certificates, Letters of Executorship or Authority, wills, Liquidation and Distribution Accounts, powers of attorney and FICA documentation.
• Liaise professionally with executors, estate administrators, attorneys, fiduciary practitioners, heirs, beneficiaries and other authorised representatives.
• Obtain relevant information from the Master’s Office, Department of Justice and Government Gazette where required.
• Monitor outstanding documentation, instructions and information, ensuring that each matter progresses towards resolution.
• Determine whether a portfolio requires a share transfer, name change, placement in abeyance pending further instruction or another approved process.
• Prepare Estate Late correspondence and supporting administrative documentation.
• Attend to Section 29 creditor notices, estate claims, Master’s Office enquiries and related follow-ups where applicable.

• Compile and verify all required estate documentation where a transfer of shares is necessary.
• Prepare a complete, accurate and properly supported handover pack for the Share Transfer Administrator.
• Ensure that the relevant estate instructions and supporting documents are clearly recorded and communicated to facilitate the transfer process.

• Monitor outstanding levies, fees, settlements and other amounts due by deceased estates, following up on account-related matters requiring resolution.
• Maintain…