Overview
Wills Drafter / Junior Estate Administrator Jobs in Constantia, Western Cape, South Africa at Appleton
Title: Wills Drafter / Junior Estate Administrator
Company: Appleton
Location: Constantia, Western Cape, South Africa
Appleton Fiduciary Services is seeking a motivated and detail-oriented Wills Drafter / Junior Estate Administrator to join our professional fiduciary team. This is an excellent opportunity for an individual with a passion for estate planning and deceased estate administration who is looking to further develop their career in a respected and client-focused environment.
Key Responsibilities
- Drafting and reviewing Wills and related estate planning documents.
- Assisting with the administration of deceased estates from inception to finalisation.
- Liaising with clients, financial institutions, the Master of the High Court, SARS, and other stakeholders.
- Maintaining accurate estate records and ensuring compliance with legislative requirements.
- Providing administrative support to the estate administration team.
- Assisting with client queries in a professional and empathetic manner.
Minimum Requirements
- At least 2 years’ experience in Wills drafting and/or deceased estate administration.
- Sound knowledge of the Wills Act and its practical application.
- Understanding of the deceased estate administration process and relevant legislation.
- Excellent written and verbal communication skills.
- Strong attention to detail and a high level of accuracy.
- Ability to manage multiple tasks and meet deadlines.
- Proficiency in Microsoft Office applications.
Personal Attributes
The successful candidate will:
- Be a team player who works well with colleagues and contributes positively to the workplace culture.
- Build and maintain strong working relationships with peers and stakeholders.
- Demonstrate professionalism, integrity, and discretion when dealing with confidential client information.
- Possess strong organisational and problem-solving skills.
- Be client-focused, proactive, and eager to learn.
If you meet the above requirements and would like to be part of a dynamic and growing fiduciary services team, we would like to hear from you.
To apply, please submit your CV and a brief motivation letter.
- Appleton Fiduciary Services is committed to appointing individuals who share our values of professionalism, excellence, integrity, and exceptional client service.
Market related basic salary and monthly performance bonus is applicable to this position.
Appleton Fiduciary Services is a designated employer and is committed to the pursuit of excellence, diversity and redress in achieving its equity targets in accordance with the employment equity plan. Preference will be given to candidates from the underrepresented groups.
