Estates Administrator

Wesbank; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial institution seeks an Estates Administrator for a full-time position in Cape Town. This role involves managing deceased estates administration and requires at least 3 years of experience, preferably with high-net-worth clients. The ideal candidate will have a legal qualification and strong analytical skills, ensuring compliance and risk management. Competitive benefits and networking opportunities are provided.

Benefits

Opportunities for professional networking

Challenging working environment

Innovative work settings

Qualifications

• Minimum of 3 years’ experience administering complex deceased estates.
• Experience with high-net-worth clients in a fiduciary environment.

Responsibilities

• Manage end-to-end deceased estates administration.
• Resolve complex issues and manage escalations.
• Prepare drafting and maintain professional communication.

Skills

Analytical thinking

Legal knowledge

Risk management

Education

LLB or CFP or Estates Diploma

Job description

Job Overview

Estates Administrator – Full‑time position located in Cape Town. Posted today. Application deadline: October 25.

To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, meeting financial and revenue targets using the Administration of Estates Act 66 of and other applicable legislation.

Responsibilities

• Independently manage end‑to‑end deceased estates administration in accordance with the Administration of Estates Act.
• Manage escalations and resolve complex issues.
• Apply analytical thinking and legal knowledge to solve complexities in estate administration.
• Demonstrate practical knowledge of business entities, estate duty, capital gains, and income tax concerning deceased estates.
• Prepare drafting and maintain clear, professional communication.
• Understand and manage risk and compliance features within the fiduciary industry.

Qualifications

• Legal or deceased estates qualification (preferably LLB, CFP, or Estates Diploma).
• Minimum of 3 years’ experience administering complex deceased estates or high‑net‑worth clients within a fiduciary environment.

Benefits & Opportunities

• Opportunities to network and collaborate with unique professionals.
• A challenging, innovative working environment.
• Chance to thrive in collaborative settings, analyze complex data sets, and adapt to change.
• Ideal for experienced, adaptable, and curious professionals.

EEO and Disability Statement

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. Candidates may voluntarily disclose disability information, which will be kept confidential unless required by law.