Moira Oosthuizen

Duties: Scanning of the LOE packs and saving same in respective estate folders. Opening New bank accounts & saving same in respective estate folders. Distribution of documents received from YRM to the administrators. Scanning & saving Interview Questionnaires.Doing ASTUTE Searches upon receipt of LOE. Saving same on Sharepoint once complete.

Sorting the section 29 adverts & placing same.Saving Section 29 advert in respective estate folders once they have appeared.
Maintaining the advert logbook to keep track of adverts.

Scanning of the Query sheet packs and saving same in respective estate folders. Distribution of documents received from YRM to the administrators. Sorting the section 35 adverts & placing same. Saving Section 35 advert in respective estate folders once they have appeared.
Sorting and Printing Magistrate Correspondence for L&D to lay for inspection, scanning & saving same in respective estate folders.
Upon receipt of proof of lodgment with the Magistrate/ Magistrate Certificate Scanning & saving same in respective estate folders.
Couriering the Magistrate correspondence in time.

Closure of bank accounts.

Loading Payments for: Patricia , Booyens Attorneys & Diemont Attorneys
Assisting with payments for the Team when required.
Attending to S35 payments
Updating Executor Information where required on Investec
Obtaining bank Statements for : Patricia , Booyens Attorneys & Diemont Attorneys
Assisting with Investec queries & reporting incidents/bugs

Maintaining MDM Spread sheet as per Wezelda's instruction.
Correction of old reports and ensuring all data corresponds.

Outsourcing:

Compiling hard copy files when outsourcing files.

Sending out outsourcing instruction & electronic files.
Attending to all banking related requests.
Print, Scan , certify & assist with Centurion based work:
Attending to full Sec29 & Sec35 advert responsibilities & requirements.
Forwarding all claims through to Outsourcing for their related matters
Attending to all outsourcing queries & request.

Liaising with clients when required.
Print, Scan, certify & assist the following persons with Centurion based work:
*Jolanda only stopped when Simphiwe joined our team.
*Patricia
*Team - when required.
Upon receipt of the Filing slip scanning, saving & distributing same.
Saving Momentum bank statements in correct folder on Sharepoint. Printing same as required. Assisting where possible when Brandon is on Leave. Shared responsibility with Brandon of meeting partners @ reception in order to receive/deliver documents: Tim Du Toit, Rapid Licensing, YRM.

Assisting with closures when required. Ordering Office Stationery. Arranging Couriers to deliver and collect documents. Assisting team with SharePoint queries, issues & training. Sorting out office spaces when/where required: Zippel move, cubbards, files

Fennec:

Updating of Fennec =Data Capture & fixing oopsies
Uploading Magistrates & required company documents under settings
Assisting with changes & reviewing thereof.
Assisting with training the team and providing assistance with any queries/issues regarding Fennec.
Escalating matters to Lorrain & Gabby

Dynamics:

Updating of Dynamics =Data Capture
Compiling Dynamics 8 Step Letters.
Assisting with changes & reviewing thereof.
Assisting with training the team and providing assistance with any queries/issues regarding Dynamics.

Changes on old forms like the Beneficiary Questionnaires to be in line with company policy...

• Basis assistant duties, reporting estates, corresponding with Master's offices, corresponding with clients/queries, filing, attending to the vehicles on the name of the deceased, compiling letters & templates, arranging consultations with clients, archiving finalized estates, dealing with financial institutions, opening of bank accounts, estate duty calculations, estate adverts, data capturing on Libralex, drafting basic liquidation & distribution accounts
• Attending to instructions regarding properties in the Estate
• Instructing correspondents to attend to finalization of Income tax of deceased.

• Basis assistant duties, reporting estates, corresponding with Master's offices, corresponding with clients/queries, filing, attending to the vehicles on the name of the deceased, compiling letters & templates, arranging consultations with clients, archiving finalized estates, dealing with financial institutions, opening of bank accounts, estate duty calculations, estate adverts, data capturing on Libralex
• Instructing correspondents to attend to the finalization of the Income tax of the deceased.

• Basis assistant duties, reporting estates, corresponding with Master's offices, corresponding with clients/queries, filing, attending to the vehicles on the name of the deceased, compiling letters & templates, arranging consultations with clients, archiving finalized estates, dealing with financial institutions, opening of bank accounts, estate duty calculations, estate adverts, data capturing on Legal Ease, drafting basic liquidation & distribution accounts
• Instructing correspondents to attend to the finalization of the Income tax of the deceased.

• Petty cash, managing leave & timesheets, compiling letters & emails, electronic filing, filing, tendering, data capturing on Proman, administration, database registrations, travel/accommodation arrangements, tea lady, telephone duties, taking meeting minutes.

• Managing Business Generators, arranging appointments/meetings, administration, data capturing, designing business cards & specials for Canon, cold calling, planning.