Estate Specialist

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.

• 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.

• 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.