* **** **** – Date

Estate Administrator

Take instructions from manager or directly from clients

Complete, collate and lodgement of reporting documents to the Master of the High Court

Liaise with clients to obtain required information, provide progress reports and maintain relationships

Collect information relating to assets and liabilities of estates and regular follow ups

Sort information, organise client files and record maintenance

Correspond with the master’s office, financial institutions, SARS, accountants and financial advisors regarding estate matters and transfer of assets

FICA verification and any other compliance as required from time to time

Implement client instructions to sell or transfer assets such as shares and unit trust investments including completion of forms and opening of accounts and regular follow ups

Attend to queries from existing and prospective clients, financial institutions and financial advisors

Process payment to creditors and beneficiaries in estates

Draft Liquidation and Distribution Accounts and Reconcile Estates

Finalise Estates

April 2017 – May 2020: STBB ATTORNEYS

Estates and Trusts Administrator

Take instructions from manager or directly from clients

Complete, collate and lodgement of reporting documents to the Master of the High Court

Liaise with clients to obtain required information, provide progress reports and maintain relationships

Collect information relating to assets and liabilities of estates and regular follow ups

Sort information, organise client files and record maintenance

Correspond with the master’s office, financial institutions, SARS, accountants and financial advisors regarding estate matters and transfer of assets

FICA verification and any other compliance as required from time to time

Implement client instructions to sell or transfer assets such as shares and unit trust investments including completion of forms and opening of accounts and regular follow ups

Attend to queries from existing and prospective clients, financial institutions and financial advisors

Process payment to creditors and beneficiaries in estates

Draft Liquidation and Distribution Accounts and Reconcile Estates

Finalise Estates

August 2015 – June 2016: HOLLINGS ATTORNEYS

Senior Estates Administrator

Take instructions from manager or directly from clients

Complete, collate and lodgement of reporting documents to the Master of the High Court

Liaise with clients to obtain required information, provide progress reports and maintain relationships

Collect information relating to assets and liabilities of estates and regular follow ups

Sort information, organise client files and record maintenance

Correspond with the Master’s Office, financial institutions, SARS, accountants and financial advisors regarding estate matters and transfer of assets

FICA verification and any other compliance as required from time to time

Implement client instructions to sell or transfer assets such as shares and unit trust investments including completion of forms and opening of accounts and regular follow ups

Attend to queries from existing and prospective clients, financial institutions and financial advisors

Amendments to wills as and when required, receive original signed wills and file in securities

General office management including ordering of stationery and office supplies

Process payment to creditors and beneficiaries in estates

March 2014 – July 2015: SMITH TABATA BUCHANAN BOYES

Wills and Estates Administrator

Take instructions from manager or directly from clients for drafting of wills, meet with clients to discuss wills, arrange for signature of wills and follow ups

Invoice for wills and follow up payments

All aspects relating to administration of deceased estates (as set out above)

Liaise with clients, attorneys, accountants, conveyancers, financial advisors, financial institutions in order to progress estate administration process

Draft Antenuptial Contracts as instructed by Manager and registration of Antenuptial Contracts with the Deeds Office

General office duties including filing, organising files, file and record maintenance

Attend to queries from existing and prospective clients

January 2007 – February 2014: GREENWOODS TRUST (PTY) LTD

Estates and Wills Administrator

All aspects relating to administration of deceased estates (as set out above)

Draft wills, arrange signature and follow ups

Receive signed wills, file in securities and update records

Liaising with clients, financial institutions, financial advisors, attorneys and internal departments to progress matters

Carry out instructions regarding transfer of assets including shares, client investments and cash

Payment of creditors and beneficiaries

General office duties, including filing, file maintenance, answering telephone calls and record maintenance

December 2003 – December 2006: CLIFFE DEKKER INC.

Secretary / PA to Director and Head of Estates, Trusts and Wills Department

Taking instructions to draft wills, arrange with clients for signature, follow up with clients regarding outstanding information

Assist with preparation and transmission of financial statements for Trusts

Dictaphone Typing

File management and maintenance of records

Liaising with various departments within the firm to progress matters

Posting fees

Administration of curatorship’s

March 1999 – November 2003 STANDARD TRUST LIMITED

Personal Assistant to Senior Estates Administrator

Prepare and transmit correspondence to Master of the High Court, clients, beneficiaries, financial institutions and SARS including follow up to ensure progression and finalisation of matters

File management and maintenance of records

General office administration

Transfer of assets to beneficiaries

Liaise with various departments within Standard Bank

WORK EXPERIENCE

KEY ATTRIBUTES

Standard Trust Limited

Sean Beagley (Manager)

Land Line: (021-***-****

Hollings Attorneys

Laurianne Hollings +61-414-***-***

Greenwoods Chartered Accounts

Christine Rossouw (Former Director)

Land Line: (021-***-****

Cell: 083-***-****

Smith Tabata Buchanan Boyes

Neil Parker (Former Director)

Roshana Solomon (Current Director)

Land Line: 021-***-****

Cliffe Decker Inc

Cynthia Meas (Manager)

Land Line: 021-***-****

Cell: 084-***-****

STBB Attorneys

June Theron (Director/Consultant) – (c) 082-***-****

Refqah Fataar Ho-Yee (Director)

Land Line: 021-***-****

ABOUT ME

I am an organised, dedicated employee with excellent attention to detail, problem solver, team player with strong time management skills. I enjoy work that is challenging, interesting and allows me to take ownership. With a strong background in legal secretarial and administrative work, I am always very eager and willing to learn new skills.

Open minded and positive Able to apply logic to solve problems

Quick to review and sort client files and determine action list

Excellent communication and listening skills

Proactive in the work environment

Confident and extremely professional with clients

Proficient and attentive drafter

Able to work independently or in a team

Loyal, trustworthy, ethical /Quick learner

KEY SKILLS

Email: adrwzb@r.postjobfree.com

Cell: 083-***-****

Address: Unit 20, Emerald Place, Cravenby Estate, 7493

EDUCATION

Institute of Paralegal Studies

July 2009 to September 2009

Estates & Wills Course – Completed

Montrose Secretarial & Business College

February 1998 – November 1998 – Completed

Accountancy, Introduction to Business Management, Pitmans Typewriting, Secretarial Practice, Microsoft office and Business Entertainment Course

Simons Town High School

January 1992 – November 1996 – Completed

Matriculated with Senior certificate

ESTATE AND TRUST ADMINISTRATOR sssnSTRATORSSTTRUSTTMADDAADMINISTRATOE

SHAMILA ELLERY

CONTACT

EXPERIENCE

REFERENCES

Contact this candidate