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Estates Manager

2 weeks ago

Port Elizabeth, South Africa FirstRand Full time

Job Description

To manage, facilitate and lead a team of Estate Administrators and Estate Specialists to mitigate risks, provide an enhanced client experience, to achieve financial targets through the professional, efficient, and effective administration of deceased estates under the Administration of Estates Act 66 of 1965 and to liaise and collaborate with internal and external stakeholders to meet shared objectives.
- Hello Estate Manager
- 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 talent team, you will be surrounded by unique talents, 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:

- Managed a team of specialist estate administrators dealing with end-to-end administration of deceased estates in terms of the Administration of Estates Act, the Estate Duty Act, the Intestate Succession Act and other applicable legislation;
- Deep specialist knowledge of the administration of deceased estates coupled with the ability to proactively identify, research, consult and technically solve for problems in estates with a high degree of skill and expertise;
- Proven leadership skills;
- Experience in working with high-net-worth individuals and complex estates;
- The ability to collaborate, cultivate and manage working relationships with a variety of internal and external stakeholders to meet shared objectives;
- Experience in managing and mitigating risk in all areas related to the administration of deceased estates, including use of systems, management information reporting process adherence and regulatory compliance;
- Managed team productivity and attained revenue targets in line with the business’ growth objectives and strategy;
- The ability to stay abreast of legislative changes, industry trends and developments.
- Experience in taking up executorship for the team of specialist estate administrators;
- Developed and maintained a client-centric service culture which builds meaningful and rewarding relationships, proposes innovations and enables others to provide an exceptional client experience along with the ability to effectively resolve and manage customer escalations.
- Experience in dealing with and resolving complex estate matters
- Proficiency in personal and end user computing skills essential
- Proficiency in written and verbal communication
- Have a completed LLB, BCom or BA degree
- CFP, Lead qualification and FPSA advantageous
- Minimum 5 years’ experience managing a team of deceased estate administration specialists
- You will have access to:

- Opportunities to network and collaborate
- To participate in Estates MANCO
- A challenging working environment
- Opportunities to innovate
- We can be a match if you are:

- An experienced professional
- Adaptable and curious
- Thrive in collaborative environments.
- #post
- #fnb
- #LI-LK1

Job Details

30/04/25