Fiduciary Specialist

Alexforbes; Johannesburg; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work model

Wi-Fi allowance

Employee Wellness & Assistance Program

Financial planning support

Job summary

Alexforbes is seeking an experienced Fiduciary Specialist to manage deceased estates from reporting through to finalisation, ensuring statutory requirements and service levels are met. You will collaborate with financial advisors, beneficiaries and service providers to drive efficient administration and timely completion of estates.

We value organisation, problem-solving, and the ability to manage multiple estates with competing deadlines, while maintaining accurate records and ensuring

Qualifications

• Minimum 10 years’ experience in deceased estate administration.
• Experience dealing with the Master of the High Court, SARS, attorneys and financial institutions.
• Sound knowledge of the Administration of Estates Act and deceased estate regulatory requirements.

Responsibilities

• Manage deceased estates from inception through to finalisation.
• Review and coordinate documentation for estate reporting.
• Monitor estate milestones, turnaround times and service levels.
• Follow up on outstanding requirements and resolve delays.
• Support financial advisors with estate administration queries.
• Liaise with service providers and stakeholders to drive estates to completion.
• Maintain accurate estate records, trackers and progress reports.
• Escalate service delivery concerns when timelines are not met.

Skills

Organisational skills

Problem solving

Stakeholder management

Independent work

Education

Law

Estate Administration

Accounting

Financial Planning

Tools

Microsoft Excel

Job description

We are looking for an experienced Fiduciary Specialist to manage deceased estates from reporting through to finalisation, ensuring statutory requirements, service levels and key timelines are met. You will work closely with financial advisors, beneficiaries and service providers to drive the efficient administration and finalisation of estates

Key Focus Areas:

• Manage deceased estates from inception through to finalisation.
• Review and coordinate documentation required for estate reporting.
• Monitor key estate milestones, turnaround times and service levels.
• Proactively follow up on outstanding requirements and resolve delays.
• Support financial advisors with estate administration requirements and queries.
• Liaise with service providers and relevant stakeholders to drive estates to completion.
• Maintain accurate estate records, trackers and progress reports.
• Escalate service delivery concerns where agreed timelines are not met.

Requirements:

• Relevant qualification in Law, Estate Administration, Trust Administration, Accounting, Financial Planning or a related field.
• Minimum 10 years’ experience in deceased estate administration.
• Proven experience managing estates from reporting through to finalisation.
• Experience dealing with the Master of the High Court, SARS, attorneys and financial institutions.
• Sound knowledge of the Administration of Estates Act and deceased estate regulatory requirements.
• Strong organisational, problem-solving and stakeholder management skills.
• Ability to independently manage multiple estates and competing deadlines.
• Proficiency in Microsoft Office, particularly Excel.

Key Strengths

• Strong attention to detail
• Excellent planning and organisational skills
• Ownership and accountability
• Proactive problem-solving
• Ability to manage multiple estates and deadlines
• Resilience and persistence in driving matters to finalisation
• Ability to work independently

Why Join Alexforbes?

As a certified Top Employer for 2026, we don’t just offer jobs - we build careers!

We are proud to be the 2026 FPI Corporate Partner, recognising Alexforbes’ commitment to excellence in Financial Planning

Here are more reasons why you should join us;

Growth & Development:

• Bursary and Leadership Development Programmes to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

Rewarding Performance:

• Total Rewards Package: Competitive short- and long-term incentives.
• Power Of One: Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.
• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas

Work-Life Balance:

• Flexible Ways of Work: Hybrid work model to suit your lifestyle.
• Connectivity Benefit: Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.