Estate Specialist Job George area,South Africa,Finance & Banking

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

Hello Estates Specialist

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

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

Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration

Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates

Good drafting skills and communication.

Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity

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)

Minimum of 3-5 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment

Experience in dealing with businesses and farming enterprises advantageous

Ability to work under pressure and meet financial targets

You will have access to:

Opportunities to network and collaborate

Opportunities for self-development

A challenging working environment

Opportunities to innovate

We can be a match if you are:

An experienced fiduciary professional

Adaptable and curious

Able to analyse complex information

Thrive in collaborative environments and build networks

#post

#fnb

#LI-LK1

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

03/03/26

All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.


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