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Estate Specialist

3 months ago

Durban, KwaZulu-Natal, South Africa FirstRand Full time
Job Description

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

Role Purpose

To ensure that deceased estates are onboarded, administered and finalized in terms of the Administration of Estates Act

Responsibilities:

  • Deliver an exceptional client experience that exceeds customer and stakeholder expectations through proactive and appropriate solutions and communication
  • Cultivate and manage objective working relationships with a variety of internal and external stakeholders, including endusers, SMEs, project managers and senior staff members
  • Complete, independently and in collaboration with internal and external stakeholders, the full end to end administration of deceased estates from onboarding to finalization, client relationship management, the lodgment of various documents with the Master of the High Court, protecting and preserving estate assets, realization/transfer of estate assets, settlement of the deceased's and estate's liabilities and administration expenses, finalization of the deceased's and deceased entity's tax affairs, distribution to the estate beneficiaries either in terms of the deceased's Will or the Intestate Succession Act 81 of 198
  • Identify new business opportunities flowing from the liquidation of an estate
  • Identify new business opportunities and create leads for both Fiduciary and FirstRand flowing from the administration of a deceased estate
  • Identify, research, consult and solve for complex issues in the administration of estates relating inter alia to legal, financial and tax
  • Assess progress and develop plans and strategies to avoid and minimize problems and delays in administration of estates, manage and assess risks as well as preventing losses and litigation in estates
  • Engage in effective and meaningful communication with external stakeholders, interested parties and beneficiaries from the onboarding to finalization of deceased estates
  • Ensure that the administration of a deceased estate is completed efficiently, professionally, and profitably to meet financial and revenue targets
  • Attend to the finalization of the deceased's and deceased entity's tax affairs including but not limited to Income Tax, Estate Duty, Capital Gains Tax and VAT and liaising with internal stakeholders and external tax partners with regard to complex tax calculations and matters
  • Comply with governance in terms of legislative, regulatory and audit requirements
Additional Requirements

  • In Depth knowledge of complex Estates Administration essential
  • Problem solving
  • Good communication skills essential
  • Must be able to work independently with mínimal supervision
Qualifications and Experience

  • Minimum qualification 3 year degree in the legal field


 Preferred qualification
  • Post graduate qualification in the legal field
  • Experience 3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior or entry level management
Job Details

Application Closing Date

18/02/24