Compliance & Digital Onboarding Officer

Al Baraka Bank Limited; South Africa; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Al Baraka Bank Limited seeks a Compliance Digital Onboarding Officer to manage intake of deceased estate matters, collect documentation, and prepare handover to approved estate administrators.

The role involves liaising with executors, beneficiaries and service providers, submitting reporting to the Master’s Office, and ensuring files are complete and compliant in a structured environment.

Qualifications

• Legal knowledge related to deceased estates and fiduciary processes.
• Experience with estate reporting workflows and documentation.
• Familiarity with correspondence with executors, beneficiaries and authorities.

Responsibilities

• Manage intake and onboarding of deceased estate matters.
• Review and collect estate documentation from clients and stakeholders.
• Prepare and submit estate reporting documentation to the Master’s Office.
• Facilitate obtaining Letters of Executorship and Letters of Authority.
• Ensure estate files are complete, compliant, and ready for administration.
• Liaise with beneficiaries, executors, family members and service providers.
• Maintain accurate estate records and track outstanding requirements.

Skills

Law

Administration

Fiduciary services

Estate reporting

Master's Office procedures

Education

Relevant qualification in Law or Administration

Job description

Compliance Digital Onboarding Officer

This role focuses on the intake, reporting, and pre-administration phase of deceased estates. The successful candidate will play a critical role in ensuring estate matters are accurately reported, supported by the correct documentation, and prepared for seamless handover to approved estate administrators. This opportunity is ideal for a professional with experience in deceased estates, fiduciary services, succession administration, or estate reporting who enjoys working in a structured and detail-oriented environment.

Key Responsibilities

• Manage the intake and onboarding of deceased estate matters.
• Review and collect estate documentation from clients and relevant stakeholders.
• Prepare and submit estate reporting documentation to the Master's Office.
• Facilitate the obtaining of Letters of Executorship and Letters of Authority.
• Ensure estate files are complete, compliant, and administration-ready.
• Liaise with beneficiaries, executors, family members, and service providers.
• Maintain accurate estate records and track outstanding requirements.

Job Experience and Skills Required

• Relevant qualification in Law, Administration, Commerce, or a related field will be advantageous.
• Previous experience within deceased estates, succession administration, fiduciary services, or estate reporting.
• Sound understanding of the deceased estate reporting process.
• Experience dealing with the Master's Office and related estate documentation.
• Knowledge of Letters of Executorship and Letters of Authority procedures.