Estate Specialist

FNB South Africa; George; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in George is looking for an Estate Specialist to manage the administration of deceased estates. The ideal candidate will have a legal qualification and 3-5 years of experience in fiduciary environments. You're expected to handle customer relations, utilize your legal background for problem-solving, and thrive in a dynamic environment. We encourage applications ahead of the closing date of 06/02/26, and prioritize diversity in our recruitment efforts.

Benefits

Opportunities for self-development

Collaborative work environment

Networking opportunities

Qualifications

• Minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment.
• Good drafting skills and communication.
• Experience dealing with businesses and farming enterprises advantageous.

Responsibilities

• Independently manage end to end Deceased Estates Administration.
• Manage customer relationships and escalations.
• Utilise legal knowledge to solve complexities in estate administration.

Skills

Analytical thinking

Customer relationship management

Drafting skills

Stakeholder management

Understanding of risk and compliance

Education

Deceased estates qualification (LLB, CFP, or Estates Diploma)

Job description

Job Description

To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation.

Estate Specialist Introduction

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 in 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 change.

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

You will be an ideal candidate if you are

• Have a legal or deceased estates qualification (Preferably LLB, CFP or Estates Diploma qualification)
• Minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
• Experience in dealing with businesses and farming enterprises 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

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 06/02/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.