Estate Specialist

FNB South Africa; George; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial institution in Western Cape, George is seeking an Estate Specialist to oversee the administration of deceased estates. The role requires a legal qualification and 3-5 years of experience in managing complex estates, along with strong analytical and communication skills. The candidate will work to ensure compliance and provide excellent customer service in a fiduciary context.

Qualifications

• Minimum 3-5 years’ experience administering complex deceased estates.
• Experience with high net worth clients within a fiduciary environment.
• Ability to work under pressure and meet financial targets.

Responsibilities

• Ensure deceased estates are onboarded and administered according to legislation.
• Manage customer relationships and escalations effectively.
• Utilize legal knowledge to problem solve in estate administration.
• Oversee compliance features within the financial fiduciary industry.

Skills

Independently manage end-to-end Deceased Estates Administration

Customer relationship management

Analytical thinking

Understanding of estate duty and taxes

Good drafting skills

Risk and compliance management

Stakeholder management

Education

Legal or deceased estates qualification (LLB, CFP or Estates Diploma)

Job description

Job title: Estate Specialist

Job Location: Western Cape, George

Deadline: November 30, 2025

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.

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.
• Be an analytical thinker and utilize legal background/knowledge to problem solve complexities that arise in estate administration.
• Have an understanding and practical knowledge of business entities, estate duty, capital gains and income tax relating to deceased estates.
• Possess good drafting skills and communication.
• Understand and manage risk and compliance features within the financial (fiduciary) industry and manage complexity.
• Demonstrate strong stakeholder management.

You will be an ideal candidate if you

• Have a legal or deceased estates qualification (preferably LLB, CFP or Estates Diploma qualification).
• Have a minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a fiduciary environment.
• Have experience dealing with businesses and farming enterprises (advantageous).
• Can work under pressure and meet financial targets.

End Date: November 22, 2025