Estates Administrator

5 months ago


Pretoria, 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 and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can
- Independently manage end to end Deceased Estates Administration in terms of the administration of estates act.
- Manage escalations.
- Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration.
- Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates.
- Good drafting skills and communication.
- Ability and understanding of risk and compliance features within financial (fiduciary) industry.
- Have a legal or deceased estates qualification (Preferably LLB, CFP or Estates Diploma qualification)
- Minimum of 5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment

You will have access to
- Opportunities to network and collaborate.
- A challenging working environment.
- Opportunities to innovate.

We can be a match if you are
- An experienced professional
- Adaptable and curious
- Able to analyse complex data sets
- Thrive in collaborative environments

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

Job Details

Application Closing Date

16/02/24


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