Estate Specialist at FirstRand Corporate Centre

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

Are you someone who can

• Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
• Manage customer relationships and 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 and managing complexity
• Strong stakeholder management

You will be an ideal candidate if you

• 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 dealing with businesses and farming enterprises advantageous
• Ability to work under pressure and meet financial targets

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