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Job Summary

Administer high net worth deceased estates ranging from standard to complex cases, ensuring legal compliance, stakeholder engagement, and timely execution of estate processes in line with fiduciary standards and service excellence.
This role is accountable for the execution of routine tasks and support activities that contribute to service delivery within a business or functional area. The incumbent applies standard procedures, follows defined guidelines, and works under supervision to complete assigned work accurately and efficiently. The role requires attention to detail, a commitment to quality, and the ability to collaborate with team members to meet service standards and customer expectations.

Job Description

KEY FOCUS AREAS

• Administer estates from reporting to final distribution, including drafting liquidation and distribution accounts

• Ensure compliance with estate laws, internal policies and all other regulations or laws that are governing estates administration

• Analyse the content of the Will to establish whether it is executable or not (e.g. Farm property bequeathed to more than one person, this is not possible in terms of the Act 70 of 1970). After analysing the Will consider possible solutions and make suggestions to the client (i.e. Redistribution agreement, Close Corporations, Companies / Deed of Election / Possible cash shortfall, Estate duty payable, possible Capital Gains Tax implications).

• Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations.

• Provide efficient service and manage estate risks by ensure accurate documentation

• Collaborate across teams to resolve estate complexities

• Contribute to continuous improvement and innovation

• Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act

ACCOUNTABILITIES

Strategy Formulation and Execution

• Align daily activities with team objectives and priorities.

• Complete assigned tasks accurately and within defined timelines.

• Escalate challenges or issues that prevent delivery.

Customer Primacy

• Deliver services in line with defined service standards.

• Respond to customer queries professionally and escalate unresolved matters.

• Contribute to positive customer experiences through quality execution.

Sustainable Growth

• Meet individual productivity, accuracy, and quality targets.

• Minimise errors and rework by following prescribed processes.

• Support team initiatives that improve efficiency and service outcomes.

Client-Driven Innovation and Change

• Adopt new processes, tools, or ways of working as directed.

• Provide feedback on how changes affect task execution or customer impact.

• Participate in team discussions on service or process improvements.

Leading Talent

• Take ownership of personal learning and development.

• Apply feedback from supervisors to improve performance.

• Participate actively in training and skills development activities.

Operational Effectiveness

• Follow standard operating procedures and work instructions consistently.

• Maintain accurate records and documentation of completed tasks.

• Identify and report issues or risks affecting task completion.

Digital Adoption

• Use prescribed digital platforms and tools to complete daily tasks.

• Support adoption of new technologies introduced into the team.

• Flag system or tool issues for resolution by supervisors.

Good Governance, Risk and Compliance

• Adhere strictly to governance, compliance, and policy requirements.

• Complete mandatory training and apply relevant standards in daily work.

• Report irregularities, errors, or risks immediately.

Data Monetisation

• Capture and validate data accurately as part of routine tasks.

• Ensure data integrity, confidentiality, and security at all times.

• Use available data to inform decisions and improve work quality.

Stakeholder Management

• Collaborate effectively with colleagues to achieve shared outcomes.

• Communicate clearly with supervisors to ensure alignment on priorities.

• Represent the team professionally in interactions with others.

Education

National Diplomas and Advanced Certificates: Estate and Trust Management, National Diplomas and Advanced Certificates: Financial Planning, National Diplomas and Advanced Certificates: Law, National Senior Certificate/ Matric (Grade 12)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised