Estate Onboarding Specialist

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

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