We are curretnly looking for an Estate Coordinator for our client, a Financial Institution to be based in Cape Town.

Responsibilities and Duties:

  • Bringing in deceased Estates from new Estate meetings booked by our Booking Agent
  • In new Estate meetings, explaining the Estate process, time frames and costs with Client/Family/Heirs
  • Travelling to new Estate meetings, this will include local meetings and sometimes other regions
  • Following up on requirements outstanding for new Estate meetings
  • Engaging with Brokers and Clients at all Estate milestones, telephonic and email – regular updates
  • Keeping active Estate feedback updated at all times on our Quill system
  • Following up and when required chasing up on cash shortfalls with Client/Family/Heirs
  • Working closely with Estate administrators and providing support when necessary
  • Dealing with emails and phone calls and responding to Clients, Brokers and Administrators timeously
  • Dealing with Estate complaints when necessary from Clients/Family/Heirs and Brokers
  • Weekly activity reports to be sent to manager
  • Sitting/telecon with manager weekly on Estate matters
  • Sitting/telecon with manager weekly on cash shortfalls for comments and expected shortfall due date payment
  • Using our internal 2 out of 3 qualifying criteria for all new Estates
  • Working with BC’s on their Brokers referred Estates and supplying feedback when necessary
  • Requesting original Will from safe custody when applicable
  • Requesting possible referrals from clients with regards to a Capital Legacy Will and Indemnity Plan

Qualifications and Skills

  • Empathetic, friendly, professional and accountable
  • Assertive yet compassionate
  • Highly organised with a high level of customer focus
  • Some knowledge of deceased estates
  • Ability to perform well under pressure
  • Mature, confident and resilient
  • Excellent listening and communication skills
  • Pro-Active
  • A team player
  • Driven
  • Takes ownership for results
  • Quick learning ability
  • Computer literate
  • Own vehicle is required for this position.

Please send updated CV together with a recent, professional head and shoulders photograph.

Contact Michele or Mary Ann for more information

To apply for this job email your details to