Estates Specialist at Nedbank

Job Purpose

• To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients

Job Responsibilities

• To be the client facing legal specialist of the estate department for the heirs and planner community nationally.
• To determine the risk in each matter (Estate) and plan a way to minimize the risks associated with each matter (in conjunction with the Head Estates as well as the Estate specialist).
• To create and manage a network of correspondent Attorneys dealing with the interactions between the approx. 15 Masters of the High Court around the country.
• To review and improve on an ongoing basis the Take on processes (onboarding of new estate matters) – this includes documentation, electronic and otherwise of all process outcomes to be able to obtain Letter of Executorship, measure the time frames of the interactions with clients from date of first meeting to issuing of letters of Executorship in conjunction with the Take on Team and Head of Estates.
• To provide legal technical support to the Head of estates and other parties where relevant, on Estate litigation and other legal matters (including interactions with the various Government entities (Home Affairs, SAPS, Dept. of Justice, Dept. of Labour etc.)
• To ensure an appropriate allocation of estates between Estate specialists – in conjunction with the Head of Estates , which includes but is not limited to, nature of matter, Language of heirs, value and complexity involved, existing work load of each estate specialist.
• To conduct the Estate interview and complete the prescribed forms (and variations) and explain all the reasons for each form using the estate administration process guide.
• To be Involved with all legal aspects around compliance -  as it relates to estate documents and various acts such as POPIA , FICA etc.,

Essential Qualification

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas / National 1st Degrees 
• Admitted Attorney

Preferred Certifications

• Post Graduate Diploma in Financial Planning
• Registered with the Fiduciary Institute of South Africa.

Minimum Experience Level

• 5 years in legal / banking environment
• 5 years' experience in administration of estates