Estate Onboarding Officer

SUMMARY:
Are you experienced in deceased estates and passionate about ensuring accuracy, compliance, and exceptional client service? Our client is seeking an Estate Onboarding Officer to join their growing team in Pretoria.

POSITION INFO:
Company and Job Description:
This role focuses on the intake, reporting, and pre-administration phase of deceased estates. The successful candidate will play a critical role in ensuring estate matters are accurately reported, supported by the correct documentation, and prepared for seamless handover to approved estate administrators. This opportunity is ideal for a professional with experience in deceased estates, fiduciary services, succession administration, or estate reporting who enjoys working in a structured and detail-oriented environment.
 
Key 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.

• Relevant qualification in Law, Administration, Commerce, or a related field will be advantageous.
• Previous experience within 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.