Estate Onboarding & Reporting Specialist

Network Recruitment International; Pretoria; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Network Recruitment International seeks an Estate Intake & Reporting Officer to support onboarding and reporting of deceased estates. The role focuses on the pre-administration phase, ensuring complete, compliant files and efficient handover to estate administrators, in collaboration with family members, legal stakeholders and Master’s Office.

The ideal candidate has 3+ years in deceased estate administration or fiduciary/legal admin within a professional services environment, with strong

Qualifications

• Relevant legal or fiduciary administration background with focus on compliance and onboarding of estates.
• Experience with deceased estates reporting and Master’s Office processes is preferred.
• Proficiency in document management and workflow tracking systems is desirable.

Responsibilities

• Receive and process new deceased estate referrals and intake documentation.
• Verify and maintain electronic estate files with accuracy and timeliness.
• Compile preliminary asset/liability schedules and supporting information.
• Liaise with family representatives, advisers, and stakeholders in a professional manner.
• Prepare estate reporting packs for submission to the Master's Office.
• Coordinate statutory forms, affidavits and supporting documents.
• Track submissions and maintain status records for estate progress.
• Support handover to estate administrators and ensure compliance with governance and POPIA/FICA.

Skills

Attention to Detail

Compliance Orientation

Organisation and Planning

Professional Communication

Stakeholder Management

Accountability

Problem Solving

Process Improvement Mindset

Confidentiality and Integrity

Resilience Under Pressure

Education

National Diploma in Paralegal Studies, Law, Legal Administration, or related field

Degree such as BCom Law, BA Law, or LLB advantageous

Job description

Network Recruitment International seeks an Estate Intake & Reporting Officer to support onboarding and reporting of deceased estates. The role focuses on the pre-administration phase, ensuring complete, compliant files and efficient handover to estate administrators, in collaboration with family members, legal stakeholders and Master’s Office.

The ideal candidate has 3+ years in deceased estate administration or fiduciary/legal admin within a professional services environment, with strong