Estate Specialist
2 weeks ago
Job Description
To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation
Job Description Summary
To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation
Hello Estates Specialist
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
- Strong stakeholder management
- Have a legal or deceased estates qualification (Preferably LLB, CFP or Estates Diploma qualification)
- Minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
- Experience in business and farming enterprises advantageous
- Ability to work under pressure
You will have access to:
- Opportunities to network and collaborate
- Opportunities for self-development
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- An experienced fiduciary professional
- Adaptable and curious
- Able to analyse complex information
- Thrive in collaborative environments and build networks
post
fnb
LI-LK1
Job Details
19/04/25
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