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Estate Management Administrator
2 months ago
Position Overview
The primary responsibility of this role is to ensure the effective and professional administration of deceased estates, adhering to the guidelines set forth by the Administration of Estates Act 66 of 1965 and other relevant legislation. This position is crucial in achieving financial and revenue objectives.Welcome to FNB Fiduciary (Pty) Ltd
At FNB, we pride ourselves on being the home of the #changeables. Our focus is on designing solutions for adaptable individuals and delivering exceptional products and services that reflect our commitment to excellence.
As a member of our Estates Specialist team, you will collaborate with a diverse group of professionals in a dynamic environment that fosters curiosity and innovation. This is your opportunity to envision your potential within a team of experts dedicated to driving impactful change.
Key Responsibilities
- Independently oversee the comprehensive administration of deceased estates in compliance with the Administration of Estates Act.
- Handle escalations effectively.
- Employ analytical thinking and leverage legal expertise to navigate complexities in estate administration.
- Possess a solid understanding of business entities, estate duty, capital gains, and income tax as they pertain to deceased estates.
- Exhibit strong drafting and communication skills.
- Demonstrate knowledge of risk and compliance aspects within the fiduciary sector.
Ideal Candidate Profile
- Holds a legal or deceased estates qualification (preferably LLB, CFP, or Estates Diploma).
- Brings a minimum of 5 years' experience in managing complex deceased estates or high-net-worth clients within a fiduciary context.
Benefits of Joining Us
- Opportunities for networking and collaboration.
- A stimulating work environment.
- Chances to innovate and contribute to meaningful projects.
We Seek Individuals Who Are:
- Experienced professionals in the field.
- Adaptable and inquisitive in nature.
- Capable of analyzing intricate data sets.
- Thriving in collaborative settings.
Additional Information
All appointments will align with FNB's Employment Equity plan, promoting the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless legally required to share.
