Agent: Deceased Client Support

Purpose Statement

To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.

Experience

• 2-3 years’ experience in deceased estates, liaising with Executors, beneficiaries and the Master of the High Court
• Client service experience and/or function relevant experience

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

• Certification in Law
• Bachelor's Degree in Labour Law

Knowledge (Minimum/Ideal)

• Comprehensive understanding of client interaction and relationship management practices and principles
• Understanding of client management information, systems an...