Estate Consultant Assistant

Tazkiya; Cape Town; On-site; ZAR 134,000 - 190,000; Full time

Job summary

Capital Legacy Fiduciary Services in Cape Town is seeking an Estate Consultant Assistant to support estate files and assist Estate Consultants. Responsibilities include handling instructions, tracking tasks, and maintaining accuracy in documents.

The role requires matric and administrative experience, with preference for an industry-related diploma and knowledge of deceased estates. A full-time position with market-related remuneration is offered.

Qualifications

• Matric or equivalent qualification.
• Industry-related degree or diploma preferred.
• Knowledge of deceased estates.
• Minimum one year administrative experience.
• Computer literate.

Responsibilities

• Take instructions and give constructive feedback to Estate Consultant or Estate Consultant Manager.
• Meet the agreed-upon turnaround times on all tasks for the role.
• Assist in achieving milestone targets by prioritising the team’s requirements for their milestones for the current month and next two months.
• Provide proper feedback and tracking where the task is for the estate, while being proactive and taking initiative.
• Accuracy: Completed documents, Section 29 adverts and feedback to Estate Consultant and Estate Consultant Manager.
• Priority given to health status and awareness of turnaround times.
• Assist the Estate Consultant with task list and document capture.

Skills

Very organised

Attention to detail

Team player

Estate onboarding process

Education

Matric

Industry-related degree or diploma

Knowledge of deceased estates

One year administrative experience

Computer literate

Job description

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Estate Consultant Assistant

An Estate Consultant Assistant is responsible for the preparation and administration of new estate files, and providing support to Estate Consultants.

Application deadline: September 30, 2026

Capital Legacy Fiduciary Services

Employment type: Full time

Location: Cape Town

1 position open

Roles and responsibilities

• Take instructions and give constructive feedback to Estate Consultant or Estate Consultant Manager.
• Meet the agreed-upon turnaround times on all tasks for the role – (Estate Consultants Manager to agree turnaround times)
• Assist in achieving milestone targets by prioritising the team’s requirements for their milestones for the current month and next two months.
• Provide proper feedback and tracking where the task is for the estate, while being proactive and taking initiative.
• Accuracy: Completed documents, Section 29 adverts and feedback to Estate Consultant and Estate Consultant Manager.
• Priority given to health status and awareness of turnaround times.
• Assist the Estate Consultant with task list and document capture.

What we look for in our ideal candidate

Education And Experience Requirements

• Matric
• Industry-related degree or diploma (preferred)
• Knowledge of deceased estates
• One year administrative experience (minimum)
• Computer literate

Key skills

• Very organised
• Outstanding attention to detail
• Team player
• Good understanding of the estate onboarding process

Personal attributes

• Empathetic, friendly, professional, accountable
• Punctual
• Ability to perform well under pressure.
• Mature, confident, and resilient
• Excellent listening and communication skills

Remuneration

Market related