Senior Deceased Estates Specialist | Fiduciary & Tax Expert

FNB South Africa; George; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution located in George, South Africa is seeking an experienced professional to independently manage the end-to-end administration of deceased estates. Candidates should have a legal qualification, preferably an LLB, CFP, or Estates Diploma, along with a minimum of three years’ experience in administering complex deceased estates for high net worth clients. Strong analytical thinking, communication, and understanding of risk and compliance within the financial industry are essential for success in this role.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• Minimum of 3 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment.
• Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates.

Responsibilities

• Independently manage end to end Deceased Estates Administration.
• Manage escalations.

Skills

Analytical thinking

Good drafting skills

Communication

Understanding of risk and compliance

Education

Legal qualification (LLB, CFP or Estates Diploma)

Job description

A leading financial institution located in George, South Africa is seeking an experienced professional to independently manage the end-to-end administration of deceased estates. Candidates should have a legal qualification, preferably an LLB, CFP, or Estates Diploma, along with a minimum of three years’ experience in administering complex deceased estates for high net worth clients. Strong analytical thinking, communication, and understanding of risk and compliance within the financial industry are essential for success in this role.