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Deceased Estates Administrator – Capital Legacy, Johannesburg

We require an experienced Deceased Estates Administrator for our Johannesburg office.

Key duties and responsibilities:

  • Administer deceased Estates – independently process deceased Estates from the reporting stage to file closure, and to do so within regulatory guidelines.
  • Generate milestones of LE/LAs, Liquidation and Distribution Accounts.
  • Facilitate closures independently and within the business timelines.
  • Identify risk in the Estates and potential difficulties early in the Administration process.
  • Seek solutions and take the necessary next steps / escalate to management when required.
  • Assess the cash flow needs of the Estate.
  • Understand and ensure that their individual targets are achieved in order for the business targets to be met.

Behavioural competencies and soft skills:

  • Excellent Client service and communication skills – ensuring that the Executors, Beneficiaries, creditors, debtors, and other stakeholders of the Estate are kept informed on the progress.
  • Ability to work within a high-volume environment with deadlines and quality being the focus.
  • Ability to work well in a team and be prepared to share knowledge and experience within the team.
  • Good time management, problem solving and admin skills – in order to handle a portfolio of Estates.

Qualifications, technical knowledge and experience:

  • Minimum of 3 to 5 years’ experience in independently managing a portfolio of Estates within a professional Deceased Estates Administration environment.
  • Legal, Fiduciary or Trust background is essential.
  • Computer literacy.
  • Knowledge of Legalease would be an advantage.
  • Matric certificate.
  • Appropriate qualification or Deceased Estates Diploma would be an advantage.

Submit your CV to or contact us on our WhatsApp number 079 323 5230.

Download the job specification in PDF format here.

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