Estate Specialist – Deceased Estates Administration

About the role

The Estate Specialist will manage the end‑to‑end onboarding, administration and finalisation of deceased estates, ensuring full compliance with the Administration of Estates Act 66 of 1965 and related legislation. You will work within a collaborative team that values curiosity and continuous improvement.

Key responsibilities

• Independently administer complex deceased estates, including high‑net‑worth clients.
• Maintain accurate records and meet statutory deadlines.
• Manage client relationships, handle escalations and provide clear communication.
• Interpret and apply legal and tax provisions such as estate duty, capital gains and income tax.
• Draft legal documents and correspondence related to estate administration.
• Identify and mitigate risk and compliance issues within a fiduciary environment.
• Collaborate with internal and external stakeholders to resolve complex matters.

Required profile

• LLB degree (essential) with a strong legal background.
• 5–8 years of experience administering deceased estates or fiduciary services.
• Experience with high‑net‑worth clients, business entities or farming enterprises is advantageous.
• Ability to work under pressure and meet financial targets.

Required skills

• Excellent drafting and written communication skills.
• Strong analytical and problem‑solving abilities.
• Knowledge of risk, compliance and stakeholder management in financial services.

What we offer

• Opportunities to network and collaborate across the organisation.
• Access to self‑development programmes and innovative projects.
• A challenging environment that encourages curiosity and growth.