Estate Specialist – Deceased Estates Administration

About the role

As an Estate Specialist at FNB, you will lead the end‑to‑end administration of deceased estates, ensuring full compliance with the Administration of Estates Act and related legislation. You will work within a collaborative team that values curiosity and continuous improvement.

Key responsibilities

• Manage professional onboarding, administration, and finalisation of deceased estates in line with legal standards.
• Maintain accuracy, timeliness, and strict adherence to the Administration of Estates Act 66 of 1965.
• Handle customer relationships and escalations throughout the estate administration process.
• Apply legal knowledge to resolve complex issues related to estate duty, capital gains, and income tax.
• Draft legal documents and communications with high quality.
• Identify and manage risk and compliance matters within the fiduciary environment.
• Engage with internal and external stakeholders to ensure smooth estate administration.

Required profile

• LLB degree (essential); CFP qualification is advantageous.
• 5–8 years of experience administering complex deceased estates or high‑net‑worth client portfolios in a fiduciary setting.
• Experience with business and farming enterprises is a plus.
• Ability to work under pressure and meet financial targets.

Required skills

What we offer

• Opportunities to network and collaborate across the organisation.
• Access to self‑development programmes and innovative projects.
• A challenging environment that encourages analytical thinking and continuous learning.