PreceptsGroup
Associate, Estate Administration
Skills
1 month ago
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Important information
Contract type:
Permanent, Freelance / Contract
Work mode:
Onsite
Published on:
14 September 2026
What they need
We are a company where our core business is estate planning services.
About the Role
When a client dies, the plan has to be carried out. The estate administration team handles probate and estate matters from application through to distribution — the documents, the institutions, the beneficiaries and the timelines. As an Associate you will run assigned files, keep them moving, and be the point of contact for families at a difficult moment in their lives.
You do not need estate administration experience to apply. You do need to be the kind of person who works from a checklist and finishes it, and who can be relied on to follow up when nobody is chasing you.
Key Responsibilities
- Support the administration of estate and probate matters from application through to distribution.
- Prepare and maintain estate administration documents, forms and checklists.
- Track the progress of assigned files and keep case records complete and current.
- Liaise with beneficiaries, lawyers, financial institutions, government agencies and the courts.
- Handle correspondence, follow-ups and status updates, so that no file is left waiting on us.
- Keep records properly filed, confidential and up to date.
- Escalate delays, disputes or red flags to senior staff early.
- Support senior staff on wider estate administration tasks.
What You Will Need
Essential
- Diploma or above in Business Administration, Legal Studies, Business or a related discipline.
- Strong organisational and administrative discipline — you work from checklists and you finish them.
- High attention to detail and accuracy.
- Able to handle sensitive information, and bereaved families, with professionalism and care.
- Good written and verbal communication.
- Able to carry multiple files at once and follow up independently.
Advantageous
- Relevant working experience in estate, probate, legal or administrative roles.
- A degree in a related discipline.
- Ability to converse in Mandarin, Malay, Tamil or a Chinese dialect, in order to communicate with beneficiaries who are not fluent in English.
How You Work
- Systematic — nothing falls through a gap on your watch.
- Calm and considerate in contact with grieving families.
- Willing to learn estate administration processes from the ground up.
- Comfortable chasing third parties politely and persistently.
What We Offer
- Structured training for up to 3 months, followed by a six-month development plan.
- Progression to independent file handling within six months, with a formal competency review.
- Sponsored pathway towards AEPP® certification through Precepts Academy.
- Medical and dental benefits upon confirmation.
- 13th month AWS, annual salary review and performance-based bonus.
- Annual leave that increases with length of service.
- Ongoing training and development opportunities.
Work Arrangements
- Office-based, 5-day work week, Monday to Friday.
- Hybrid arrangement available after the probation period, subject to operational needs and performance.
Work Arrangement
- Location: Tanjong Pagar, Singapore
- Office-based, 5-day work week, Monday to Friday.
Reporting To: Manager, Estate Administration Department
Job Type: Contract
Pay: $3,300.00 - $3,800.00 per month
Benefits:
- Professional development
- Promotion to permanent employee
Work Location: In person
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