Pretoria, Gauteng
Permanent
Closing date: 31-Jan-2026
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
This is an opportunity to join a well-established office and team which is growing rapidly. We require an Estate & Wills Administrator to join an efficient fiduciary service to the existing and growing client base. You will also be supporting the financial advisers in the office in a supporting role in as far as fiduciary services are concerned.
Responsibilities:
- Filing, scanning, telephone communication, administration support
- Furnishing of regular progress reports to clients and interest parties.
- Maintaining constant client contact in a friendly and sensitive manner.
- Drafting of legal documents relating to estates administration.
- Communication with personnel of South Africa Revenue Services and auditors regarding income tax and estate duty matters in estates.
- Communication with and maintaining of good relations with personnel of the offices of the Master of the High Court.
- Keeping of and maintaining of Wills Register.
- Liaising with attorneys, accountants, valuators, auctioneers and insurance companies to ensure prompt and efficient finalization of an estate.
- Attending to the diarising of office files and following up on outstanding matters.
- Attend to enquiries from clients, colleagues and interested parties.
Minimum requirements:
- Grade 12
- Currently studying or completed a B.Com Law or relevant legal degree
- At least 3 years relevant work experience within the financial industry & similar role (Fiduciary experience)
- Proficient in both spoken and written English and at least one other of the official South African languages
Competencies:
- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Resilience
- Highly motivated, diligent and passionate about law in the estates’ department
- Computer literate in at least MS Word and MS Excel.
- Ability to work independently and systematically, using initiative and be able to work on several matters at a time
How to apply:
Candidates interested must apply here by no later than 31 January 2026 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.
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