Estate Onboarding Officer for Deceased Estates in Pretoria East
Network Finance · Pretoria East, Gauteng
Overview
Network Finance is looking for an Estate Onboarding Officer to join a growing team in Pretoria East. This permanent role is perfect for someone with deceased estates or fiduciary services experience who enjoys structure and detail. You will manage the intake and reporting of deceased estate matters, working closely with clients, beneficiaries, and the Master's Office. If you are organised, compliance focused, and want to build your career in estate administration, this could be a great fit for you.
About the role
This is a fantastic opportunity to join a professional team that specialises in deceased estates and fiduciary services. As an Estate Onboarding Officer, you will be the first point of contact for new estate matters, making sure everything is correctly reported and ready for handover to estate administrators.
What you will be doing:
- Manage the intake and onboarding of new deceased estate matters from start to finish.
- Collect and review estate documentation from clients, family members, and other stakeholders.
- Prepare and submit estate reporting documents to the Master's Office.
- Follow up on and obtain Letters of Executorship and Letters of Authority.
- Keep estate files complete, compliant, and ready for administration.
- Communicate with beneficiaries, executors, service providers, and the Master's Office.
- Maintain accurate records and track any outstanding requirements.
Why this role stands out: You will be part of a structured, detail oriented environment where accuracy and client service really matter. This is an excellent chance to grow your career in estate administration with a reputable finance recruitment agency behind you.
Application note: If you have not heard back within two weeks, please consider your application unsuccessful. Your profile will be kept on the database for future roles.
Requirements
- A relevant qualification in Law, Administration, Commerce, or a related field will be advantageous.
- Previous experience in deceased estates, succession administration, fiduciary services, or estate reporting.
- Sound understanding of the deceased estate reporting process.
- Experience dealing with the Master's Office and related estate documentation.
- Knowledge of Letters of Executorship and Letters of Authority procedures.
- Strong attention to detail and ability to work in a structured environment.
- Excellent communication skills for liaising with clients and stakeholders.
Responsibilities
- Manage the intake and onboarding of deceased estate matters.
- Review and collect estate documentation from clients and relevant stakeholders.
- Prepare and submit estate reporting documentation to the Master's Office.
- Facilitate the obtaining of Letters of Executorship and Letters of Authority.
- Ensure estate files are complete, compliant, and administration-ready.
- Liaise with beneficiaries, executors, family members, and service providers.
- Maintain accurate estate records and track outstanding requirements.
Job details
- Organisation
- Network Finance
- Location
- Pretoria East, Gauteng
- Job type
- Full time
- Experience level
- Mid
- Education
- Diploma
- Salary
- R29k to R33k / monthly
- Category
- Legal
- Application Method
- Apply online
Success Guide
Hi there! If you are looking at this Estate Onboarding Officer role, you probably have some experience in deceased estates or fiduciary services. That is great because this position really values knowledge of the Master's Office and estate reporting processes. To stand out, make sure your CV clearly shows any experience you have with Letters of Executorship, Letters of Authority, and dealing with estate documentation. In an interview, you might be asked how you handle deadlines and detailed paperwork. Be ready to give examples of how you have managed estate files from start to finish. Also, since this role involves liaising with families and beneficiaries, showing your empathy and professionalism will go a long way. Double check your application for accuracy because attention to detail is key in this field. Good luck!
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