Jobs

Estate Specialist at FNB South Africa

  • Job Type Full Time
  • Qualification Bachelors
  • Experience 3 – 5 years
  • Location Western Cape
  • City George
  • Job Field Law / Legal&nbsp , Real Estate&nbsp

Estate Specialist at FNB South Africa

Estate Specialist

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

End Date: October 9, 2025

Method of Application

Interested and qualified? Go to FNB South Africa on firstrand.wd3.myworkdayjobs.com to apply

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