Job Description To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process. To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation. Key Responsibilities Independently manage end to end Deceased Estates Administration in terms of the administration of estates act Manage customer relationships and escalations Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates Good drafting skills and communication Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity Strong stakeholder management Ideal Candidate LLB degree essential CFP advantageous Minimum of 5-8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment Experience in dealing with businesses and farming enterprises advantageous Ability to work under pressure and meet financial targets Additional Qualities An experienced fiduciary professional Adaptable and curious Able to analyse complex information Thrive in collaborative environments and build networks Benefits and Development Opportunities Opportunities to network and collaborate Opportunities for self-development A challenging working environment Opportunities to innovate Important Closing Date Applications will not be accepted after 12/05/26. Equal Employment Opportunity All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. #J-18808-Ljbffr
Estate Specialist
FNB SOUTH AFRICA
bloemfontein, bloemfontein
Published 11 days ago
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