Estate Late Consultant

Ninety One is an independent, active global asset manager withR4 trillion
* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

* as at30 June 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

The Estate Late Team is responsible for the administration of death claims on investment products provided by Ninety-One Investment Platform as well as the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from death claims, additions, switches, static changes, and other related estate late tax queries.

• Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)
• Ensure all relevant business rules and compliance processes are adhered to
• Client Servicing: assist and resolve all queries received via telephone or email from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally and externally
• Manage flow of work items (indexing, queries, requests, and instructions)
• Follow up with the executors, brokers, and beneficiaries for outstanding documents
• Maintain agreed SLA on all administrative tasks
• Provide clear, accurate and concise instructions to FNZ for processing of instructions
• Attend scheduled training sessions and proactively request training when unsure of a certain product, process, or system information
• Be professional and courteous with regards to all job functions with service excellence always being promoted
• Promote teamwork and respect within the team at all time
• Develop, maintain, and promote mutual harmonious relationships with Servicing teams, Sales teams, and broker assistants
• Develop, maintain, and promote a strong relationship with relevant Team Manager and Upper Management
• Contribute to the ongoing development of processes and materials used by the Estate Late team

• Relevant 2 - 3 years experience, preferably with death claims
• Relevant degree/diploma (advantage)
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience - advantage
• Client Service Experience
• Computer literate - Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems (advantage)
• Knowledge of the platform product rules and processes (advantage)

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• Driven by results
• A client focused and collaborative approach

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