Temp Estates Administrator

Personal Trust (Pty) Ltd

Western Cape, South Africa

6 MonthsTemporary

Oct 4

Personal Trust is a client-focused Trust and Investment Management company providing financial planningand investment advice and services to clients planning for, or already in their retirement years.Personal Trust offers a full range of financial services including: Investment & Portfolio Management,Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, EstatePlanning, Tax Services and Wills. This new temporary vacancy has been created in our Estates team, at our offices in Rondebosch. This roleis responsible for orderly and administration of pending Estates matters, including handling of all openinginterviews, correspondence with the Masters Office, beneficiaries and third party providers, and preparationof accounting records relating to the distribution and liquidation accounts. Role is ideally suited to applicantswith previous estates administration experience, with a minimum of 5 years experience in this area.

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