TRAFFIC
Not Specified
Estate Consultant
Capital Legacy group
South African Rand . ZAR 200,000 - 300,000
Job Description
- Obtaining 10 Letters of Executorship (LOE) per month.
- In new estates meetings, explain the estates process, timeframes and costs to client/families/beneficiaries and brokers.
- Ensure the quality of onboarding is in line with our standards as set out in the H2W and done within our business durations.
- Communicated with beneficiaries and brokers are communicated, keeping them well informed during the onboarding process.
- Ensure that all active enquiries that will not be converted to an estate are deactivated within our business durations, and instruction sent to ECA to action.
- Ensure that renunciations are dealt with as per our business process - telephone discussion with beneficiaries and broker, sending of terms letter and follow-ups if terms letter expires.
- Actively drive cash shortfalls and put beneficiaries on terms, where necessary.
- Follow up on outstanding requirements so that we can onboard the estate successfully.
- Expanding your knowledge with regard to basic deceased estates processes.
- Ensure that joint (EC/EP) L&D meetings are booked timeously and held with all beneficiaries once the L&D has passed QA.
- Work effectively with teams by sharing knowledge and supporting team members.
- Manage diary and time management effectively.
- Work closely with Estate Practitioners and provide support when necessary.
- Able to identify issues early on in the estate administration journey to mitigate risk and have acceptable control, for example of shortfalls and complaints.
- Estate off-boarding.
- Matric
- Own reliable vehicle and valid driver's licence
- Industry-related degree or diploma (preferred)
- Minimum of 1 to 5 years' experience in independently managing a portfolio of estates
- Legal, fiduciary or trust background is essential
- Fully proficient in English and Afrikaans
- Highly organised with a high level of client-centricity
- Working on expanding knowledge and need little management
- Team player
- Empathetic, friendly, professional and accountable
- Assertive yet compassionate
- Ability to perform well under pressure.
- Mature, confident, and resilient
- Excellent listening and communication skills
Job Overview
Date Posted
19 Mar 2026
Salary
South African Rand . ZAR
200,000 - 300,000
Location
Not Specified, South Africa