Deceased Estate Administrator & Legal Advisor
Inheritage Estates (Pty) Ltd
مجموع سنوات الخبرة :5 years, 0 أشهر
- Prepared legal documents and reports for the Master of the High Court.
- Drafting of sale agreements in respect of properties.
- Consulting with clients and providing advice on deceased estates and various legal matters.
- Provide advice on eviction applications.
- Managed estate inventories, documentation, and communications.
- Conducted comprehensive asset evaluations and assessments for deceased estates.
- Dealt with entire probate of deceased estates on behalf of clients.
- Attend to tax submission relating to income tax, deceased estate tax and Capital Gains Tax for clients. Attend to asset distribution and legal process in the estate administration/probate.
- Provided accurate legal advice in compliance with South African laws through extensive research.
- Managed High Court civil litigation, including drafting court documents and handling action and application High Court and Magistrates Court procedures.
- Mediation and Arbitration in respect of labour matters.
- Experienced in various court practices such as judgments, urgent applications, and commercial litigation.
- Represented clients in District Magistrates Courts for civil and criminal proceedings.
- Negotiated settlements and mediated client disputes.
- Briefed advocates on various matters.
- Consulting with clients and providing advice on deceased estates.
- Prepared legal documents and reports for the Master of the High Court.
- Conducted due diligence for corporate transactions and advised on compliance
- Demonstrated strong client management and ethical legal practices.
- Collaborated efectively with legal teams and external stakeholders for successful case outcomes.
- Providing regulatory solutions within the ambit of, amongst others, the Financial Advisory and Intermediary Services Act, Financial Intelligence Centre Act as well as the Protection of Personal Information Act.
- Ensuring that all the regulatory and other internal or external reporting requirements applicable have been adhered to.
- Ensuring detailed policies, procedures, systems and controls are implemented
- Implementing risk management strategies under instruction of Senior Compliance Oficer.
- Performing regulatory, business process, and systems compliance reviews in accordance with a compliance monitor.
- Producing quarterly and bi-annual regulatory compliance reports to be used by management and external stakeholders such as Financial Sector Conduct Authority and Financial Intelligent Centre.
- Producing comprehensive reports relating to anti-money laundering (AML) and counter-terrorism financing (CTF) for relevant reporting bodies.
- Updating company compliance policies where necessary for the various departments.
- Reviewing legal agreements to ensure that the statutory compliance requirements are met, and risks have been mitigated between company and external service providers.
- Drafting of summons and letters of demand for debts due owing and payable to the entity.
- Attending to and running of the Oasis Bursary Department.