Website FNB South Africa
First National Bank (FNB) is one of the "big four" banks in South Africa and the oldest bank in the country, with origins dating back to 1838. It operates as a division of FirstRand Bank Limited, which is part of the FirstRand Group, the largest listed financial institution in Africa by market capitalization.
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
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
- 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 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
