Estates Officer

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Estates Officer

Company: Nedbank
Location: Cape Town, South Africa
Reference Number: 139181
Date Posted: 9 May 2025
Closing Date: 20 May 2025

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Job Classification

• Job Family: Sales and Services

• Career Stream: Fiduciary

• Leadership Pipeline: Manage Self: Technical

• FAIS Affected: Yes

Please Note: Preference will be given to applicants from underrepresented groups.

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Purpose of the Job

To administer deceased estates and contribute to business value by identifying and referring sales opportunities across Nedbank Group. This creates a holistic value proposition for clients.

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Key Responsibilities

• Administer deceased estates in compliance with legal and internal procedures

• Ensure estate assets are properly secured and insured

• Communicate estate administration processes clearly with heirs

• Collect relevant documentation and liaise with authorities

• Draft cash reconciliation statements and submit for management review

• Manage client relationships, addressing queries and complaints within 48 hours

• Refer cross-selling opportunities to relevant departments

• Ensure estates are finalised within 12 months to achieve client satisfaction and generate executor’s fees

• Keep accurate records and provide regular updates to management

• Maintain compliance with all legislation, policies and systems

• Stay up to date with industry changes and personal development initiatives

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Required Qualifications

• Minimum: Matric / Grade 12 / National Senior Certificate

• Preferred: Advanced Diploma or Bachelor’s Degree (NQF Level 6/7)

• Advantageous: Postgraduate Diploma in Financial Planning

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Experience

• Minimum: 3–5 years of experience in a legal or banking environment

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Technical Skills and Knowledge

• Proficiency in Microsoft Office

• Knowledge of banking procedures and fiduciary processes

• Understanding of regulatory frameworks and governance

• Familiarity with administrative systems and controls

• Business and financial terminology

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Behavioural Competencies

• Customer Focus

• Work Standards

• Communication

• Collaboration

• Managing Work

• Building Partnerships

Click here to apply

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