Estates Manager

Job Description

To manage, facilitate and lead a team of Estate Administrators and Estate Specialists to mitigate risks, provide an enhanced client experience, to achieve financial targets through the professional, efficient, and effective administration of deceased estates under the Administration of Estates Act 66 of 1965 and to liaise and collaborate with internal and external stakeholders to meet shared objectives.

Hello Estate Manager

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 talent team, you will be surrounded by unique talents, 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

1. Manage a team of specialist estate administrators dealing with end-to-end administration of deceased estates in terms of the Administration of Estates Act, the Estate Duty Act, the Intestate Succession Act and other applicable legislation;
2. Demonstrate deep specialist knowledge of the administration of deceased estates coupled with the ability to proactively identify, research, consult and technically solve for problems in estates with a high degree of skill and expertise;
3. Exhibit proven leadership skills;
4. Have experience working with high-net-worth individuals and complex estates;
5. Collaborate, cultivate and manage working relationships with a variety of internal and external stakeholders to meet shared objectives;
6. Manage and mitigate risk in all areas related to the administration of deceased estates, including use of systems, management information reporting process adherence and regulatory compliance;
7. Manage team productivity and attain revenue targets in line with the business’ growth objectives and strategy;
8. Stay abreast of legislative changes, industry trends and developments;
9. Have experience in taking up executorship for the team of specialist estate administrators;
10. Develop and maintain a client-centric service culture which builds meaningful and rewarding relationships, proposes innovations and enables others to provide an exceptional client experience along with the ability to effectively resolve and manage customer escalations;
11. Deal with and resolve complex estate matters;
12. Exhibit proficiency in personal and end user computing skills;
13. Demonstrate proficiency in written and verbal communication.

You Will Be An Ideal Candidate If You

1. Have a completed LLB, BCom or BA degree;
2. Hold CFP, Lead qualification and FPSA advantageous;
3. Have a minimum of 5 years’ experience managing a team of deceased estate administration specialists.

You Will Have Access To

1. Opportunities to network and collaborate;
2. Participate in Estates MANCO;
3. A challenging working environment;
4. Opportunities to innovate.

We Can Be a Match If You Are

1. An experienced professional;
2. Adaptable and curious;
3. Thrive in collaborative environments.

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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.

Job Details

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

30/04/25

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.