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Deceased Estates Specialist — Fiduciary & Compliance Expert

FNB South Africa

George

On-site

ZAR 300 000 - 400 000

Full time

Today
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Job summary

A leading financial institution in George is looking for an Estate Specialist to manage the administration of deceased estates. The ideal candidate will have a legal qualification and 3-5 years of experience in fiduciary environments. You're expected to handle customer relations, utilize your legal background for problem-solving, and thrive in a dynamic environment. We encourage applications ahead of the closing date of 06/02/26, and prioritize diversity in our recruitment efforts.

Benefits

Opportunities for self-development
Collaborative work environment
Networking opportunities

Qualifications

  • Minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment.
  • Good drafting skills and communication.
  • Experience dealing with businesses and farming enterprises advantageous.

Responsibilities

  • Independently manage end to end Deceased Estates Administration.
  • Manage customer relationships and escalations.
  • Utilise legal knowledge to solve complexities in estate administration.

Skills

Analytical thinking
Customer relationship management
Drafting skills
Stakeholder management
Understanding of risk and compliance

Education

Deceased estates qualification (LLB, CFP, or Estates Diploma)
Job description
A leading financial institution in George is looking for an Estate Specialist to manage the administration of deceased estates. The ideal candidate will have a legal qualification and 3-5 years of experience in fiduciary environments. You're expected to handle customer relations, utilize your legal background for problem-solving, and thrive in a dynamic environment. We encourage applications ahead of the closing date of 06/02/26, and prioritize diversity in our recruitment efforts.
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