Estate Specialist
Financial Services, Banking
Minimum Requirements
- LLB degree essential
- CFP advantageous
- Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
- in dealing with businesses and farming enterprises advantageous
- Ability to work under pressure and meet financial targets
Responsibilities
- To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation
