Estate Onboarding Officer

Network Finance; Gauteng; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Network Finance is seeking an Estate Administration Coordinator to oversee the intake and onboarding of deceased estate matters, ensure accurate documentation, and prepare reporting for handover to approved estate administrators.

The role requires experience in deceased estates, fiduciary services or estate reporting, with ability to liaise with the Masters Office, executors and beneficiaries in a structured, detail‑oriented environment.

Qualifications

• Experience with deceased estates and the reporting process.
• Familiarity with Letters of Executorship and Letters of Authority is advantageous.
• Experience liaising with Masters Office and beneficiaries.

Responsibilities

• Manage intake and onboarding of deceased estate matters.
• Review and collect estate documentation from clients and stakeholders.
• Prepare and submit estate reporting documentation to Masters Office.
• Facilitate obtaining Letters of Executorship and Letters of Authority.
• Ensure estate files are complete, compliant and administration-ready.
• Maintain accurate estate records and track outstanding requirements.
• Liaise with executors, beneficiaries and service providers.

Skills

Estate administration

Fiduciary services

Estate reporting

Client liaison

Education

Law / Administration / Commerce degree

Job description

Company and Job Description:

This role focuses on the intake, reporting, and pre-administration phase of deceased estates. The successful candidate will play a critical role in ensuring estate matters are accurately reported, supported by the correct documentation, and prepared for seamless handover to approved estate administrators. This opportunity is ideal for a professional with experience in deceased estates, fiduciary services, succession administration, or estate reporting who enjoys working in a structured and detail-oriented environment.

Key Responsibilities:

• Manage the intake and onboarding of deceased estate matters.
• Review and collect estate documentation from clients and relevant stakeholders.
• Prepare and submit estate reporting documentation to the Master's Office.
• Facilitate the obtaining of Letters of Executorship and Letters of Authority.
• Ensure estate files are complete, compliant, and administration-ready.
• Liaise with beneficiaries, executors, family members, and service providers.
• Maintain accurate estate records and track outstanding requirements.

Job Experience and Skills Required:

• Relevant qualification in Law, Administration, Commerce, or a related field will be advantageous.
• Previous experience within deceased estates, succession administration, fiduciary services, or estate reporting.
• Sound understanding of the deceased estate reporting process.
• Experience dealing with the Master's Office and related estate documentation.
• Knowledge of Letters of Executorship and Letters of Authority procedures.