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Estate Intake & Reporting Officer

Network Finance

Job Location:

Pretoria - South Africa

Monthly Salary: Not provided by the employer

Posted: 23 September 2026 (2 days ago)

Application Deadline: 21 December 2026

Vacancies: 1 Vacancy

Job Summary

Reference: NFC025233-ULR-1

If youre a detail-oriented legal or fiduciary professional who thrives on structure compliance and keeping complex processes moving forward this Estate Intake & Reporting Officer opportunity could be your next career move. Join a respected fiduciary services environment where quality professionalism and client service are at the heart of everything they do.

Duties & Responsibilities

Our client operates within the fiduciary services sector and is seeking an Estate Intake & Reporting Officer to support the efficient onboarding and reporting of deceased estates. This role forms a critical part of the Succession Desk and focuses on managing the pre-administration phase of deceased estates from first notification through to the issuing of Letters of Executorship.

The successful candidate will be responsible for ensuring estate files are complete compliant and accurately prepared for handover to estate administrators. Working closely with family representatives financial advisers legal stakeholders and the Masters Office you will play a pivotal role in maintaining exceptional service standards while ensuring regulatory compliance.

This is an excellent opportunity for a candidate who has experience within deceased estates fiduciary administration legal administration or a professional services environment and is seeking long-term career growth within a highly specialised field.

Key Responsibilities

Receive and process new deceased estate referrals.
Obtain verify and manage all required estate documentation.
Establish and maintain accurate electronic estate files.
Compile preliminary schedules of assets liabilities income streams and supporting estate information.
Liaise professionally with family representatives heirs advisers and other stakeholders.
Prepare estate reporting packs for submission to the Masters Office.
Coordinate statutory forms affidavits and supporting documentation.
Track estate reporting submissions and maintain accurate status records.
Manage the workflow from estate intake through to the issuing of Letters of Executorship.
Monitor progress with the relevant Masters Office and resolve routine queries.
Conduct file quality reviews before handover to estate administrators.
Prepare structured and compliant handover packs.
Maintain accurate communication records and case notes.
Prepare regular status and progress reports.
Ensure adherence to governance FICA POPIA and compliance requirements.
Support process improvements workflow efficiencies and quality assurance initiatives.

Job Experience and Skills Required

Relevant National Diploma in Paralegal Studies Law Legal Administration or a related field.
Degree qualification such as BCom Law BA Law or LLB advantageous.
Minimum of 3 years experience within deceased estate administration fiduciary administration support legal administration or a related professional services environment.
Sound understanding of deceased estate reporting requirements and Masters Office processes.
Experience using Lexis Deceased Estates or similar estate management systems.
Strong document management and workflow tracking capabilities.
Excellent stakeholder communication and relationship management skills.
High attention to detail with strong organisational abilities.
Ability to work independently while maintaining a strong compliance focus.
Experience within a trust company fiduciary business or law firms estates department will be highly advantageous.

Competency Requirements