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Estate Specialist

Durban Durban eThekwini, South Africa
Closing date
Mar 13, 2024

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Job Role
Contract Type
Full Time
Job 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

Role Purpose

To ensure that deceased estates are onboarded, administered and finalized in terms of the Administration of Estates Act


Deliver an exceptional client experience that exceeds customer and stakeholder expectations through proactive and appropriate solutions and communication
Cultivate and manage objective working relationships with a variety of internal and external stakeholders, including end-users, SMEs, project managers and senior staff members
Complete, independently and in collaboration with internal and external stakeholders, the full end to end administration of deceased estates from onboarding to finalization, client relationship management, the lodgment of various documents with the Master of the High Court, protecting and preserving estate assets, realization/transfer of estate assets, settlement of the deceased's and estate's liabilities and administration expenses, finalization of the deceased's and deceased entity's tax affairs, distribution to the estate beneficiaries either in terms of the deceased's Will or the Intestate Succession Act 81 of 1987
Identify new business opportunities flowing from the liquidation of an estate
Identify new business opportunities and create leads for both Fiduciary and FirstRand flowing from the administration of a deceased estate
Identify, research, consult and solve for complex issues in the administration of estates relating inter alia to legal, financial and tax
Assess progress and develop plans and strategies to avoid and minimize problems and delays in administration of estates, manage and assess risks as well as preventing losses and litigation in estates
Engage in effective and meaningful communication with external stakeholders, interested parties and beneficiaries from the onboarding to finalization of deceased estates
Ensure that the administration of a deceased estate is completed efficiently, professionally, and profitably to meet financial and revenue targets
Attend to the finalization of the deceased's and deceased entity's tax affairs including but not limited to Income Tax, Estate Duty, Capital Gains Tax and VAT and liaising with internal stakeholders and external tax partners with regard to complex tax calculations and matters
Comply with governance in terms of legislative, regulatory and audit requirements

Additional Requirements

In Depth knowledge of complex Estates Administration essential
Problem solving
Good communication skills essential
Must be able to work independently with minimal supervision

Qualifications and Experience

Minimum qualification - 3 year degree in the legal field
Preferred qualification - Post graduate qualification in the legal field
Experience -3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior or entry level management

Job Details

Application Closing Date


All appointments will be made in line with FirstRand 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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