Estate Specialist
FNB South Africa
Date: 4 weeks ago
City: Bloemfontein, Orange Free State
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
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
Are You Someone Who Can
#fnb
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
19/04/25
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.
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
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
Are You Someone Who Can
- Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
- Manage 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
- 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 business and farming enterprises advantageous
- Ability to work under pressure
- Opportunities to network and collaborate
- Opportunities for self-development
- A challenging working environment
- Opportunities to innovate
- An experienced fiduciary professional
- Adaptable and curious
- Able to analyse complex information
- Thrive in collaborative environments and build networks
#fnb
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
19/04/25
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.