Estate Management Specialist
1 week ago
Position Overview
The role of an Estate Management Specialist is pivotal in ensuring the seamless administration of deceased estates, conducted with professionalism and efficiency, while achieving financial objectives in accordance with the Administration of Estates Act 66 of 1965 and relevant legislation.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 the adaptable and delivering 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 an environment that fosters curiosity and innovation. This is your opportunity to envision your potential within a team dedicated to driving effective change.
Key Responsibilities
Oversee the comprehensive management of deceased estates in compliance with the Administration of Estates Act. Address and resolve escalations effectively. Employ analytical thinking and legal expertise to navigate complexities in estate administration. Demonstrate 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. Understand risk and compliance aspects within the fiduciary sector.Ideal Candidate Profile
Possess a legal or deceased estates qualification (preferably LLB, CFP, or Estates Diploma). Have a minimum of 5 years' experience managing complex deceased estates or high-net-worth clients in a fiduciary context.What We Offer
Opportunities for networking and collaboration. A stimulating work environment. A platform for innovation.We Seek Individuals Who Are:
Experienced professionals. Adaptable and inquisitive. Capable of analyzing intricate data sets. Thrive in team-oriented settings.Additional Information
All appointments will align with FirstRand Group's Employment Equity plan. The organization is committed to the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose their disability information, which will be kept confidential unless legally required to share.
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