FirstRand Corporate Centre

Estate Specialist

FirstRand Corporate Centre  •  Bloemfontein, ZA (Onsite)  •  2 days ago
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Job Description

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. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.

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 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

You will be an ideal candidate if you

  • LLB degree essential
  • CFP advantageous
  • Minimum of 5 - 8 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

You will have access to:

  • Opportunities to network and collaborate
  • Opportunities for self-development
  • A challenging working environment
  • Opportunities to innovate

We can be a match if you are:

  • An experienced fiduciary professional
  • Adaptable and curious
  • Able to analyse complex information
  • Thrive in collaborative environments and build networks

#post

#fnb

#LI-LK1

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

09/04/26

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.

FirstRand Corporate Centre

About FirstRand Corporate Centre

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.

Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.

The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sandton, ZA
Year Founded
Unknown
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