Estate Specialist

RMB

Bloemfontein

On-site

ZAR 475,000 - 642,000

Full time

6 days ago
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Benefits offered by this job

Opportunities to network and collabo
Self-development
Challenging working environment
Opportunities to innovate

Job summary

RMB in Bloemfontein is seeking an Estates Specialist responsible for onboarding, administration, and finalisation of deceased estates in full compliance with the applicable acts. The role is based in Bloemfontein and requires you to work from this location.

You will manage end-to-end administration, client relationships, risk and compliance, and require strong drafting and analytical skills; experience with farming properties and estates is advantageous.

Qualifications

  • LLB degree essential.
  • Minimum 5–8 years’ experience administering complex deceased estates.
  • Experience with businesses, farming properties advantageous.
  • Ability to work under pressure and meet financial targets.

Responsibilities

  • Independently manage end to end Deceased Estates Administration in terms of the administration of estates act.
  • Manage customer relationships and escalations.
  • Utilise legal knowledge to solve complexities in estate administration.
  • Understand business entities, estate duty, capital gains and income tax relating to deceased estates.
  • Draft communications and ensure compliance.
  • Manage risk and compliance features within fiduciary industry.

Skills

Estate administration
Stakeholder management
Drafting skills
Analytical thinking
Risk & compliance
Client relationship management
Work under pressure

Education

LLB degree
CFP advantageous

Job description

## Estate SpecialistApply: Bloemfontein: Full time: Posted Today: End Date: October 9, 2026 (7 days left to apply): R50098# **Job Description**To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.**Hello Estates Specialist**Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective changeThis position is based in **Bloemfontein**. Applicants should be willing and able to work from this location.**Are you someone who can:*** Independently manage end to end Deceased Estates Administration in terms of the administration of estates act* Manage customer relationships and escalations* Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration* Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates* Good drafting skills and communication.* Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity* Strong stakeholder management* Deep Knowledge in Farming Properties, Companies and CC’s as part of Estate Administration**You will be an ideal candidate if you:*** LLB degree essential* CFP advantageous* Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment* Experience in dealing with businesses enterprises and farming properties advantageous* Ability to work under pressure and meet financial targets**You will have access to:*** Opportunities to network and collaborate* Opportunities for self-development* A challenging working environment* Opportunities to innovate**We can be a match if you are:*** An experienced fiduciary professional* Adaptable and curious* Able to analyse complex information* Thrive in collaborative environments and build networks
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