Estate Consultant Assistant

Capital Legacy group; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Capital Legacy group is seeking an Estate Administration assistant to take instructions, track progress, and support the Estate Consultant team. The role focuses on meeting turnaround times, documenting tasks, and maintaining accuracy across estate files.

You will assist with task lists and milestone targets, while staying proactive and detail-oriented in a fast-paced environment in Cape Town.

Qualifications

• Matric is required; industry-related degree or diploma preferred.
• Knowledge of deceased estates is advantageous.
• Minimum of one year administrative experience.
• Strong organisational and attention to detail skills.
• Team player with good listening and communication abilities.

Responsibilities

• Take instructions and provide constructive feedback to Estate Consultant or Estate Consultant Manager.
• Meet agreed turnaround times for tasks and prioritise monthly milestones.
• Assist in achieving milestone targets for the current month and next two months.
• Provide proper feedback and tracking for each estate task, showing initiative.
• Ensure accuracy: completed documents, Section 29 adverts, and communications.
• Assist the Estate Consultant with task lists and document capture, maintaining health awareness of turnaround times.

Skills

Attention to detail

Organised

Team player

Effective communicator

Under pressure

Empathetic

Education

Matric

Diploma/degree in related field

Job description

• 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)
• 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