Estate Consultant (Bfn)

Capital Legacy group; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Capital Legacy group in Bloemfontein seeks an Estate Administrator to manage onboarding of estates, explain processes to families and beneficiaries, and keep all parties informed. You will work with Estate Practitioners to ensure timely book-keeping, case progress and QA checks, while mitigating risk and handling shortfalls.

Requirements include Matric, a fiduciary or trust background, fluent English and Afrikaans, strong organisation, independence with teamwork, and a valid driver's license

Qualifications

• Matric is required.
• Fiduciary or trust background is essential.
• 1–5 years’ experience independently managing a portfolio of estates is preferred.
• Fluent in English and Afrikaans.
• Own a reliable vehicle with a valid driver’s license.

Responsibilities

• Obtaining 10 Letters of Executorship (LOE) per month.
• Explain the estates process, timeframes and costs to families/beneficiaries and brokers.
• Ensure onboarding quality aligns with H2W standards and timelines.
• Communicate with families and brokers, keeping them informed during onboarding.
• Deactivate non-converted enquiries and instruct ECA to action.
• Handle renunciations per process with terms letters and follow-ups.

Skills

Client-centric

Organised

Time management

English fluency

Afrikaans fluency

Education

Matric

Fiduciary or trust background

Industry-related degree or diploma (preferred)

1–5 years’ experience managing estates

Driver's license & own vehicle

Job description

• Obtaining 10 Letters of Executorship (LOE) per month.
• In new estates meetings, explain the estates process, timeframes and costs to families/next of kin/beneficiaries and brokers.
• Ensure the quality of onboarding is in line with our standards as set out in the H2W and done within our business durations.
• Communicate with families/next of kin/beneficiaries and brokers, keeping them well informed during estate onboarding.
• Ensure that all active enquiries that will not be converted to an estate are deactivated within our business durations, and instruction sent to ECA to action.
• Ensure that renunciations are dealt with as per our business process – telephone discussion with beneficiaries and broker, sending of terms letter and follow-ups if terms letter expires.
• Actively drive cash shortfalls and put beneficiaries on terms, where necessary.
• Follow up on outstanding requirements so that estate can be onboarded successfully.
• Expanding your knowledge with regard to basic deceased estate processes.
• Ensure that joint (EC/EP) L&D meetings are booked timeously and held with all beneficiaries once the L&D has passed QA.
• Work effectively with teams by sharing knowledge and supporting team members.
• Manage diary and time management effectively.
• Work closely with Estate Practitioners and provide support when necessary.
• Identify issues early on in the estate administration journey to mitigate risk and have acceptable control, for example of shortfalls and complaints.
• Estate offboarding.

What we look for in our ideal candidate

Education and experience requirements

• Matric
• Own reliable vehicle and valid driver’s licence
• Legal, fiduciary or trust background (essential)
• Industry-related degree or diploma (preferred)
• Minimum 1-5 years’ experience in independently managing a portfolio of estates
• Fully proficient in English and Afrikaans
• Highly organised with outstanding client-centricity
• Work independently to expand knowledge, needing little management
• Team player

Personal attributes

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