Estate Consultant Assistant — Elevate Client Administration

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

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.