Estate Administrator

3 weeks ago


South Beach, KwaZulu-Natal, South Africa FNB Fiduciary (Pty) Ltd Full time

Description

To ensure the efficient, professional, and profitable administration of deceased estates, utilizing the Administration of Estates Act 66 of 1965 and other applicable legislation, we seek a skilled Estate Administrator to join our team at FNB Fiduciary (Pty) Ltd.

Key Responsibilities

  • Independently manage end-to-end deceased estates administration in accordance with the Administration of Estates Act.
  • Manage escalations and complexities that arise in estate administration.
  • Analytical thinker with the ability to utilize legal background/knowledge to problem-solve.
  • 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 industry.

Requirements

  • Legal or deceased estates qualification (preferably LLB, CFP, or Estates Diploma qualification).
  • Minimum of 3 years' experience administering complex deceased estates/high net worth clients within a Fiduciary environment.

What We Offer

  • Opportunities to network and collaborate.
  • A challenging working environment.
  • Opportunities to innovate.

Disclaimer

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.


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