Position: Estates Officer
Location: Cape Town, South Africa
Reference: 139181
Closing Date: 20 May 2025
Job Purpose
Administer deceased estates and add value by referring sales leads across Nedbank, creating a holistic value proposition for clients.
Key Responsibilities
- Administer estates (collect, insure, and distribute assets lawfully to heirs).
- Liaise and communicate with heirs and internal stakeholders.
- Draft cash reconciliation statements and manage estate finalisation timelines.
- Stay updated on laws, policies, and fiduciary regulations.
- Ensure estates are finalised within 12 months.
- Generate executor’s fees and support business growth.
- Escalate complaints and keep detailed records/stats.
Requirements
Minimum Qualifications:
- Matric / Grade 12
- Advanced Diploma / National 1st Degree
Preferred:
- Postgraduate Diploma in Financial Planning
Experience:
- 3–5 years in a legal or banking environment
Knowledge & Skills:
- Microsoft Office
- Estate and fiduciary processes
- Relevant regulatory and banking knowledge
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Competencies
- Customer focus
- Communication
- Managing work and partnerships
- Adherence to work standards and collaboration