Estate Late Consultant

Ninety One; Cape Town; On-site; ZAR 320,000 - 440,000; Full time

Job summary

Ninety One is seeking an Estate Late Administrator to support the administration of death claims on investment products and to service stakeholders including executors and beneficiaries. The role emphasizes accuracy, compliance and strong client service in a fast-paced environment.

Ideal candidates have 2–3 years of relevant experience, with a preference for those with death claims exposure, and a solid background in financial services. This is a full-time position based in Cape Town.

Qualifications

• 2–3 years relevant experience, preferably in death claims.
• Degree/diploma in Finance/Business (advantage).
• Financial Services experience in Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage.
• Client Service Experience.
• Computer literate – Microsoft packages, Excel (intermediate), Word and Outlook.

Responsibilities

• Administer estate late cases in line with current legislation (including Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act).
• Ensure all relevant business rules and compliance processes are adhered to.
• Client servicing: assist and resolve all queries via telephone or email from executors, beneficiaries, independent financial advisors, and other stakeholders.
• Manage flow of work items (indexing, queries, requests, and instructions).
• Follow up with executors, brokers, and beneficiaries for outstanding documents.
• Maintain agreed SLA on all administrative tasks.
• Provide clear, accurate and concise instructions to FNZ for processing of instructions.
• Attend scheduled training sessions and proactively request training when unsure of a certain product, process, or system information.
• Be professional and courteous with regards to all job functions with service excellence always being promoted.
• Promote teamwork and respect within the team at all times.
• Develop, maintain, and promote mutual harmonious relationships with Servicing teams, Sales teams, and broker assistants.
• Develop, maintain, and promote a strong relationship with relevant Team Manager and Upper Management.
• Contribute to the ongoing development of processes and materials used by the Estate Late team.

Skills

Relationship building

Client service orientation

Communication skills

Team collaboration

Education

Degree or diploma in Finance/Business (advantage)

Tools

Microsoft Office

Excel (intermediate)

Word & Outlook

Job description

About us:

Ninety One is an independent, active global asset manager withR4 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Estate Late Team is responsible for the administration of death claims on investment products provided by Ninety-One Investment Platform as well as the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from death claims, additions, switches, static changes, and other related estate late tax queries.

In this role you will:

• Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)
• Ensure all relevant business rules and compliance processes are adhered to
• Client Servicing: assist and resolve all queries received via telephone or email from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally and externally
• Manage flow of work items (indexing, queries, requests, and instructions)
• Follow up with the executors, brokers, and beneficiaries for outstanding documents
• Maintain agreed SLA on all administrative tasks
• Provide clear, accurate and concise instructions to FNZ for processing of instructions
• Attend scheduled training sessions and proactively request training when unsure of a certain product, process, or system information
• Be professional and courteous with regards to all job functions with service excellence always being promoted
• Promote teamwork and respect within the team at all time
• Develop, maintain, and promote mutual harmonious relationships with Servicing teams, Sales teams, and broker assistants
• Develop, maintain, and promote a strong relationship with relevant Team Manager and Upper Management
• Contribute to the ongoing development of processes and materials used by the Estate Late team

You should consider applying if you have:

• Relevant 2 - 3 years experience, preferably with death claims
• Relevant degree/diploma (advantage)
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience - advantage
• Client Service Experience
• Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems (advantage)
• Knowledge of the platform product rules and processes (advantage)

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Driven by results
• A client focused and collaborative approach

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