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Estate Management Specialist

2 months ago

Pretoria, Gauteng, South Africa FNB Fiduciary (Pty) Ltd Full time

About the Role

FNB Fiduciary (Pty) Ltd is seeking a highly skilled and experienced Estate Management Specialist to join our team. As an Estate Management Specialist, you will be responsible for ensuring the efficient and professional administration of deceased estates, in accordance with the Administration of Estates Act 66 of 1965 and other applicable legislation.

Key Responsibilities

  • Independently manage end-to-end deceased estates administration, including the administration of estates act.
  • Manage escalations and complex estate administration cases.
  • Analytical thinker with the ability to utilize 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 the financial (fiduciary) industry.

Requirements

  • 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.

What We Offer

  • Opportunities to network and collaborate with a team of experts.
  • A challenging working environment that fosters innovation and growth.
  • Opportunities to develop your skills and expertise in estate management.