Senior Estate Practitioner (PE)

Tazkiya

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The Senior Estate Practitioner independently processes a deceased estate from inception to finalisation. The role attends to the administration process in its entirety. The candidate must be empathetic and constructive, honest and hardworking, and follow through.

Application deadline

September 30, 2026

Capital Legacy Fiduciary

Employment type

Permanent

Location

Port Elizabeth

1 position open

Roles and responsibilities

Administer and independently process deceased estates, from reporting stage to file closure, within regulatory guidelines
Deliver amazing service and quality work
Produce monthly milestones – L&Ds and closures
Produce milestones with limited day-to-day management
Finalise estates with precision, speed and quality
Treat each estate as precious and take pride in the administration process
Early identification of potential risks and difficulties in the administration process
Seek solutions and escalate to management when required
Assess cashflow needs
Deal effectively with various stakeholders to finalise milestones

What we look for in our ideal candidate

Education And Experience Requirements

Matric
Relevant qualifications (LLB, Deceased Estates Administration), advantageous
At least three years' experience as Estate Administrator
Knowledge of LegalEase, advantageous
Computer literate
Technologically savvy

Key skills

Ability to work in a high-volume environment
Excellent administrative skills
Capacity to handle stressful situations appropriately
Solutions driven
Provide clear feedback to your manager, showing strong planning and proactive management of risks and roadblocks
Ability to share knowledge and expertise within the team
Excellent client service skills – ensuring that executors, beneficiaries, creditors, debtors and other stakeholders are kept informed of progress

Personal attributes

Empathetic, friendly, professional, accountable
Assertive, yet compassionate
Ability to perform well under pressure
Mature, confident, resilient
Excellent listening and communication skills
Take ownership of results

Remuneration

Market related

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