Estates Specialist

1 week ago

Johannesburg, South Africa Nedbank Full time

**Job Classification**
- The Estates Specialist meets with the heirs of the Client that has died, nationally, at an appropriate place (Business/ home / financial planner office). If possible this is with the financial planner present. We try and arrange this meeting as soon as possible after the death certificate is issued. This is a key differentiator in the Industry, and will be expanded on below. The company needs to be able to present an Admitted Attorney, in front of any client, anywhere in SA, who has the ability to answer any question at the first meeting, around any asset/ liability / set of personal circumstances that may come into effect in the estate.- Job Family- Sales and Services
- Career Stream- Fiduciary
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected**Job Purpose**
- To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients

**Responsibilities**:

- To be the client facing legal specialist of the estate department for the heirs and planner community nationally.
- To determine the risk in each matter (Estate) and plan a way to minimize the risks associated with each matter (in conjunction with the Head Estates as well as the Estate specialist).
- To create and manage a network of correspondent Attorneys dealing with the interactions between the approx. 15 Masters of the High Court around the country.
- To review and improve on an ongoing basis the Take on processes (onboarding of new estate matters) - this includes documentation, electronic and otherwise of all process outcomes to be able to obtain Letter of Executorship, measure the time frames of the interactions with clients from date of first meeting to issuing of letters of Executorship in conjunction with the Take on Team and Head of Estates.
- To provide legal technical support to the Head of estates and other parties where relevant, on Estate litigation and other legal matters (including interactions with the various Government entities (Home Affairs, SAPS, Dept. of Justice, Dept. of Labour etc.)
- To ensure an appropriate allocation of estates between Estate specialists - in conjunction with the Head of Estates, which includes but is not limited to, nature of matter, Language of heirs, value and complexity involved, existing work load of each estate specialist.
- To conduct the Estate interview and complete the prescribed forms (and variations) and explain all the reasons for each form using the estate administration process guide.
- To be Involved with all legal aspects around compliance - as it relates to estate documents and various acts such as POPIA, FICA etc.,

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Preferred Qualification- Post Graduate Diploma in Financial Planning.- LLB- Admitted Attorney- Essential Certifications- Preferred Certifications- Fiduciary Institute of South Africa.- Minimum Experience Level- 5 years in legal / banking environment- 5 years' experience in administration of estates**Technical / Professional Knowledge**
- Microsoft Office
- Administrative procedures and systems
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- Behavioural Competencies- Customer Focus
- Work Standards
- Collaborating
- Communication
- Managing Work
- Building Partnerships
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

  • Estates Administrator

    2 weeks ago

    Johannesburg, 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...

  • Senior Estate Specialist Centurion

    2 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Our client, a leading Asset Management Firm, is on the hunt for a Senior Estate Specialist, you will be responsible for winding up the deceased estates (which will mainly include Businesses Interest). Key Outputs: - To meet with interested parties (Accountants, Attorneys, Shareholders, Financial institution's/the Master of the High Court/...

  • Real Estate Acquisitions Specialist

    4 weeks ago

    Johannesburg, South Africa LPI Home Buyers LLC Full time

    **PLEASE READ THE ENTIRE POSTING FOR THE APPLICATION PROCESS** **Real Estate Acquisitions Specialist - INBOUND Leads, Salary & Commission (Remote/Full-Time)** **OUR COMPANY** LPI Home Buyers is a successful, U.S. based real estate company seeking standout Property Acquisition Specialists to join our hard working and dynamic team. We offer the training and...

  • Estate Manager

    2 weeks ago

    Johannesburg, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading residential letting agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar is dedicated to providing a comprehensive and tailored sectional title and Home Owners Association (HOA) property management service. Trafalgar offers a commercial property management service...

  • Estate Management Specialist

    22 hours ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Standard Bank of South Africa Limited is seeking an Estate Management Specialist to join its team. As a key member of the Business Head's team, you will be responsible for implementing programmes and projects to achieve strategic objectives. This includes managing costs, adhering to governance standards, and continuously improving operational...

  • Leading Real Estate Sales Specialist

    1 day ago

    Johannesburg, Gauteng, South Africa Harcourts Solid Rock Full time

    Harcourts Solid Rock seeks a Leading Real Estate Sales Specialist to lead our sales team in delivering exceptional results. As a sales specialist, you will be responsible for providing expert advice, negotiating contracts, and showcasing properties to potential buyers.Main Requirements:Reside in Kempton Park (not negotiable).Ability to work independently and...

  • Estate Specialist C

    1 week ago

    Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the Administration of Estates Act 66 of 1965 and other applicable legislation**experience and qualifications**: - Minimum Qualification - 3 year...

  • Real Estate Acquisition Specialist

    2 days ago

    Johannesburg, Gauteng, South Africa Affinity International Full time

    At Affinity International, we are seeking a skilled Real Estate Acquisition Specialist to join our team. In this role, you will be responsible for conducting outbound cold calls to homeowners from a provided call list.Key Responsibilities:Clearly introduce the company and our cash home-buying processQualify leads by gathering key property information and...

  • Commercial Real Estate Development Specialist

    4 days ago

    Johannesburg, Gauteng, South Africa Spar Group Limited Full time

    About the RoleSpar Group Limited seeks a Commercial Real Estate Development Specialist to manage the growth of its retail footprint.The successful candidate will be responsible for identifying and evaluating prospective sites for Build it on a macro and micro level, presenting them to the Regional Committee for approval, and securing lease agreements.Key...

  • Estate Administration Specialist

    5 days ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Job DescriptionWe are seeking a skilled professional to join our team as an Estate Administration Specialist.The successful candidate will be responsible for supporting the Business Head in implementing programmes, projects and initiatives to achieve strategic objectives, maintain service standards, and manage costs.Key Responsibilities: Implement...

  • Estate Specialist C

    2 weeks ago

    Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - There is no about us detail available.**purpose**: - To ensure that deceased estates are onboarded, administered and finalised in terms of the Administration of Estates Act**experience and qualifications**: - Minimum qualification - 3 year degree in the legal field - Preferred qualification...

  • Commercial Estate Acquisition Specialist

    5 days ago

    Johannesburg, Gauteng, South Africa Spar Group Limited Full time

    Job Overview:Spar Group Limited seeks a highly skilled Retail Estate Manager to join its dynamic team based in South Rand - Johannesburg.This position requires a seasoned professional with experience in retail estate management, site acquisition, and development. The successful candidate will be responsible for expanding the Build it retail footprint by...

  • Estates Specialist Cape Town

    1 week ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Purpose: To administer deceased estates and to add value to the business by referring sales leads to the rest of the company to create holistic value proposition for our clients Job Responsibilities: - Explain the deceased estates administration process to the heirs and manage their expectations, by regular and ongoing communication. - Receive all...

  • Real Estate Cold Caller

    2 days ago

    Johannesburg, Gauteng, South Africa Affinity International Full time

    Job Summary:We are looking for a motivated, goal-oriented Cold Caller to join our real estate investment team. In this role, you'll be on the front lines reaching out to homeowners, qualifying leads, and setting appointments for our acquisition specialists. Your communication skills, persistence, and professionalism will directly impact our deal pipeline and...

  • Deceased Estates Portfolio Lead

    5 days ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Company OverviewStandard Bank of South Africa Limited is committed to delivering exceptional service and achieving operational efficiency.We seek a skilled professional to join our team as an Estate Administration Specialist. Required Skills and QualificationsFirst Degree in Business Commerce and Finance and Accounting3-4 years of experience in managing...

  • Estate Administrator

    2 weeks ago

    Johannesburg, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading residential letting agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar is dedicated to providing a comprehensive and tailored sectional title and Home Owners Association (HOA) property management service. Trafalgar offers a commercial property management service...

  • Estate Management Specialist

    4 days ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    **Company Overview:**Standard Bank of South Africa Limited is a leading bank in South Africa, providing a wide range of financial services to individuals, businesses, and institutions. We are committed to excellence and innovation in everything we do.**Job Description:**The Deceased Estates Business Lead will play a critical role in supporting the Business...

  • Technical Planning Specialist

    2 weeks ago

    Johannesburg, South Africa PPS Recruitment Full time

    **Job Advert Summary**: To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member...

  • Residential Estate Bookkeeper

    2 weeks ago

    Johannesburg, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading property rental agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar has a wide selection of homes to rent, to suit all budgets, tastes and areas. Trafalgar offers full-service sectional title and home owners association (“HOA”) property management services across...

  • Digital Marketing Recruitment Specialist

    3 weeks ago

    Johannesburg, South Africa Ardor SEO Full time

    **Digital Marketing Recruitment Specialist** **Do you attract talent like there’s no tomorrow?** Then come and join a team where your recruitment skills and career will be celebrated and enhanced! **What’s in it For You** - An attractive payment package to reward you for your skills and performance targets - An amazing real estate podcast that's...