Assistant Estate Administrator - Deceased Estates

SUMMARY:
Assistant Estate Administrator - Deceased Estates

POSITION INFO:

At Fedgroup, we understand that working in deceased estates is about more than administration; it's about supporting families through some of life's most challenging moments with professionalism, empathy, and care.

We're looking for an organised, detail-oriented Assistant Estate Administrator to join our Fiduciary team. In this role, you'll support the administration of deceased estates from reporting through to finalisation, ensuring estates are administered efficiently, accurately and in accordance with the Administration of Estates Act and other relevant legislation.

If you enjoy working in a structured environment, building relationships with stakeholders and ensuring every detail is taken care of, we'd love to hear from you.

What You'll Do

• Assist with the end-to-end administration of deceased estates
• Report estates to the Master's Office and liaise with relevant stakeholders
• Prepare statutory advertisements and supporting documentation
• Gather and verify estate assets and liabilities to support the preparation of Liquidation and Distribution Accounts
• Liaise with the Master's Office, SARS, financial institutions and other stakeholders to obtain outstanding information
• Distribute Liquidation and Distribution Accounts in accordance with legislative requirements
• Follow up on estate proceeds and assist with the transfer of assets to beneficiaries
• Obtain tax certificates and supporting documentation to facilitate the finalisation of estate tax matters
• Prepare estate files for finalisation while ensuring accurate record keeping and compliance
• Support continuous improvement by identifying opportunities to enhance processes and systems
• Provide administrative support to the Estate Administrator and wider Fiduciary team

What You'll Bring

Qualifications and Expereince

• Matric / Grade 12 / National Senior Certificate
• Certificate in Deceased Estate Administration
• 3–5 years' experience within a legal, fiduciary or deceased estates administration environment
• Practical experience administering deceased estates from reporting through to finalisation

Nice to have

• Relevant tertiary qualification in Law, Administration, Fiduciary Services or a related field
• Experience engaging with the Master's Office, SARS and financial institutions
• Previous experience using Legalease or a similar estate administration system

Knowledge and Skills

• Sound knowledge of the Administration of Estates Act and related legislation
• A solid understanding of deceased estate administration and fiduciary services
• Knowledge of estate reporting, Liquidation and Distribution Accounts, estate taxation and asset transfers
• Strong administrative and organisational skills with exceptional attention to detail
• Excellent written and verbal communication skills
• The ability to manage multiple matters while meeting deadlines
• Strong stakeholder engagement and relationship-building skills
• Proficiency in Microsoft Office and estate administration systems

Why Join Us?

At Fedgroup, we put people first; our clients, our colleagues, and our communities. We believe that excellence and empathy go hand in hand, and that every interaction is an opportunity to make a difference.

As part of our Fiduciary team, you'll play a meaningful role in supporting families through important life events while working in a collaborative environment where your ideas are valued and your contribution truly matters.