Estate Specialist

Job Description

• To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation.
• Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.
• This position is based in Bloemfontein . Applicants should be willing and able to work from this location.

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
• Deep Knowledge in Farming Properties, Companies and CC's as part of Estate Administration

You will be an ideal candidate if you

• LLB degree essential
• CFP advantageous
• Minimum of 5 - 8 years' experience administering complex deceased estates/high net worth clients within a Fiduciary environment
• Experience in dealing with businesses enterprises and farming properties 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

End Date: August 12, 2026