Deceased Estates Intake & Reporting Specialist

Network Recruitment; Pretoria; On-site; ZAR 320,000 - 460,000; Full time

Job summary

Network Recruitment is seeking an Estate Intake & Reporting Officer to support onboarding and reporting of deceased estates. You will manage the pre-administration phase from notification to Letters of Executorship, ensuring complete, compliant estate files for handover to administrators.

You will work with family representatives, financial advisers, legal stakeholders, and the Master’s Office to maintain high service standards and regulatory compliance.

Qualifications

• National Diploma in Paralegal Studies, Law, Legal Administration, or related field.
• Degree such as BCom Law, BA Law, or LLB advantageous.
• Minimum of 3 years' experience in deceased estate administration, fiduciary administration support, legal administration, or related professional services.

Responsibilities

• Receive and process new deceased estate referrals.
• Obtain, verify, and manage all required estate documentation.
• Establish and maintain accurate electronic estate files.
• Compile preliminary schedules of assets, liabilities, income streams, and supporting information.
• Liaise with family representatives, heirs, advisers, and other stakeholders.
• Prepare estate reporting packs for submission to the Master's Office.
• Coordinate statutory forms, affidavits, and supporting documentation.
• Track estate reporting submissions and maintain status records.
• Manage workflow from estate intake to Letters of Executorship.
• Monitor progress with Masters Office and resolve routine queries.
• Conduct file quality reviews before handover to administrators.
• Prepare structured and compliant handover packs.
• Maintain communication records and case notes.
• Prepare regular status and progress reports.
• Ensure governance, FICA, POPIA, and compliance requirements.
• Support process improvements and quality assurance initiatives.

Skills

Document management

Workflow tracking

Stakeholder communication

Attention to detail

Organisational skills

Independent work

Compliance focus

Education

National Diploma in Paralegal Studies/Law/Legal Administration

BCom Law / BA Law / LLB

Tools

Lexis Deceased Estates

Estate management systems

Job description

Network Recruitment is seeking an Estate Intake & Reporting Officer to support onboarding and reporting of deceased estates. You will manage the pre-administration phase from notification to Letters of Executorship, ensuring complete, compliant estate files for handover to administrators.

You will work with family representatives, financial advisers, legal stakeholders, and the Master’s Office to maintain high service standards and regulatory compliance.