Estate Specialist

6 months ago


Durban, 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 end-users, 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 1987
- 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


  • Estate Specialist

    6 months ago


    Durban, 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 - Hello Estate Specialist - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly...


  • Durban, KwaZulu-Natal, South Africa Top Recruitment (Pty) Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Estate Administration Specialist to join our team at Top Recruitment (Pty) Ltd. As a key member of our organization, you will play a vital role in administering and managing deceased estates, ensuring compliance with South African legal requirements.


  • Durban, KwaZulu-Natal, South Africa Top Recruitment (Pty) Ltd Full time

    About the RoleTop Recruitment (Pty) Ltd is seeking a highly skilled Estate Administration Specialist to join our team. As an experienced professional in deceased estate administration, you will be responsible for ensuring compliance with South African legal requirements and providing support to executors and beneficiaries.Key Responsibilities:Lodge the...

  • Estates Administrator

    2 months ago


    Durban, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation Hello Estate Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Estates Administrator

    2 months ago


    Durban, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation Hello Estate Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Estates Administrator

    6 months ago


    Durban, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Hello Estates Administrator - Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Fiduciary Specialist

    1 month ago


    Durban, South Africa Jobted ZA C2 Full time

    Job Summary: We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...


  • Durban, KwaZulu-Natal, South Africa TalentLink Full time

    About the Role:As a Commercial Property Sales Expert at TalentLink, you will be responsible for growing a database of sellers and buyers in targeted regions, promoting the auction platform as the optimal property disposal solution, and developing networks to collaborate with parties that could refer properties for auction. You will also secure mandates for...


  • Durban, KwaZulu-Natal, South Africa TalentLink Full time

    Award-Winning OpportunityTalentLink is seeking a talented Commercial Property Broker to join our team. As a leading auction house, we offer a unique platform for building your own business and achieving success. Our cutting-edge technology and trusted brand enable brokers to engage clients efficiently, shorten sales lead times, and capitalize on long-term...


  • Durban, South Africa Jobted ZA C2 Full time

    Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting,...


  • Durban, South Africa The Recruitment Council Full time

    Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting,...


  • Durban, KwaZulu-Natal, South Africa Tailormade Solution Full time

    Job TitleSales and Security Solutions SpecialistJob OverviewTailormade Solution is seeking a driven Sales and Security Solutions Specialist to join our team. As a key member of our sales department, you will be responsible for selling security solutions to new and existing clients.Key ResponsibilitiesGenerate and close self-sourced dealsFollow up on all...


  • Durban, South Africa The Recruitment Council Full time

    Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting,...


  • Durban, KwaZulu-Natal, South Africa PKF Durban Full time

    We are seeking a Tax Compliance Specialist to assist PKF Durban with tax return preparation and client liaison.Key Responsibilities:Preparation of company, individual, and trust tax returnsLiaising with clients for tax information and documentationPreparation of asset and liability reconciliationsPreparation of Estate Tax returnsRequirements:Matric...


  • Durban, KwaZulu-Natal, South Africa NexChapter Recruitment Full time

    Property Broker OpportunityWe offer an exciting opportunity for a skilled Property Broker to join our team at NexChapter Recruitment, focusing on the commercial property sector in KwaZulu Natal. As a top performer, you will have the potential to earn an estimated salary of R500,000 - R750,000 per annum.About the RoleThe successful candidate will be...


  • Durban, KwaZulu-Natal, South Africa PKF Durban Full time

    We are seeking a highly skilled Tax Compliance Specialist to join our team at PKF Durban.Key Responsibilities:Liaise with clients for tax information and documentation required for tax returns and provisional submissionsPrepare trust, individual and company income tax returnsConduct asset and liability reconciliations for individualsPrepare estate tax...


  • Durban, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    We are seeking a knowledgeable and experienced Fiduciary Specialist to join our team at The Recruitment Council. This is an exceptional opportunity for a skilled professional to excel in a challenging yet rewarding role within the fiduciary services sector.Job OverviewThis role involves delivering expert fiduciary advice and services, including trust...


  • Durban, KwaZulu-Natal, South Africa Tumaini Consulting Full time

    Company Overview">Tumaini Consulting is a multinational professional services consultancy that excels in program management, project management, cost management, and advisory across real estate, infrastructure, and natural resources.


  • Durban North, KwaZulu-Natal, South Africa Network Recruitment Full time

    Are you a seasoned property professional seeking a challenging role that leverages your expertise in asset management? We have an exciting opportunity for a Portfolio Asset Optimization Specialist to join our team at Network Recruitment International.About the RoleThis is a key position that requires a strong background in property management, with a focus...