Job Description

Introduction

Momentum Trust provides Executorship solutions to the clients of Momentum who die with a Momentum Will. We also provide the same service to clients who either don't have a Will (die intestate) or under Power of Attorney if they may have been appointed Executors but are required by the High court to obtain the services of an appropriately qualified Agent, before they will be appointed by the High Court.

Disclaimer

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Role Purpose

To provide administrative and clerical support in the winding-up of deceased estates in compliance with the Administration of Estates Act, 1965, and other applicable legislation. The role ensures accurate, timeous, and efficient processing of estate matters while delivering a professional service to executors, beneficiaries, attorneys, and relevant institutions.

Requirements

Qualifications

Matric / Grade 12 certificate (essential). Relevant tertiary qualification (e.g., Diploma/Degree in Law, Administration, or Finance) advantageous.

Experience

At least 1-3 years' experience in an administrative role, preferably within deceased estates, legal, fiduciary, or financial services environment. Knowledge of: + Administration of Estates Act, 1965.
+ Wills Act.
+ Income Tax Act (basic knowledge of SARS requirements).

Computer literacy (MS Office Suite, estate administration software advantageous). Proficient in English (written and verbal); additional South African languages an advantage.

Other preferences

Experience liaising with the Master's Office, SARS, and financial institutions. Exposure to drafting estate accounts or estate planning processes. Customer service orientation with a compassionate and professional approach.

Duties & Responsibilities

Assist with opening and administration of deceased estates. Prepare and submit documentation to the Master of the High Court (e.g., reporting documents, acceptance of executorship, Letters of Authority/Executorship). Collect and collate information required for the Liquidation & Distribution Account. Liaise with beneficiaries, family members, attorneys, financial institutions, SARS, and other stakeholders. Ensure compliance with legislative timelines and statutory requirements. Handle correspondence, maintain accurate filing systems, and update internal databases. Monitor progress of estates and follow up on outstanding matters. Assist in drafting and proof-reading estate accounts and related documents. Support senior estate officers with administrative tasks and client queries. Process claims, policies, and investments linked to the estate.

Competencies

Strong administrative and organisational skills. Attention to detail and accuracy. Ability to work under pressure and meet deadlines. Professional communication and interpersonal skills. Confidentiality, discretion, and empathy when dealing with bereaved families. Problem-solving and proactive follow-up skills. * Ability to work independently and within a team.