Estate Specialist

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.

• Independently manage end to end deceased estates administration in accordance with the Administration of Estates Act.
• Manage customer relationships and escalations.
• Apply legal background and knowledge to problem solve complexities that arise in estate administration.
• Understand and apply practical knowledge of business entities, estate duty, capital gains and income tax relating to deceased estates.
• Draft documents and communicate effectively.
• Understand and apply risk and compliance features within the fiduciary industry.
• Manage complexity and maintain financial targets.
• Build and maintain stakeholder relationships.

• LLB degree essential; CFP advantageous.
• Minimum 5-8 years of experience administering complex deceased estates/high net worth clients within a fiduciary environment.
• Experience dealing with businesses and farming enterprises advantageous.
• Strong stakeholder management skills.
• Ability to work under pressure and meet financial targets.
• Adaptable and curious; able to analyse complex information; thriving in collaborative environments and building networks.

• Networking and collaborative opportunities.
• Self development opportunities.
• Challenging working environment.
• Opportunities to innovate.

Applications will not be accepted on or after 03/07/26. Kindly submit applications before that date.

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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it.