CA

Agent: Deceased Client Support (Pipeline)

Full-time Cape Town, ZA
Posted 1 week, 5 days ago 87 views 0 applications

Job Description

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

Minimum/Ideal:

  • 2-3 years’ experience in deceased estates, laiasing 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 and tools.
  • Understanding of conflict management principles

Skills

  • Analytical Skills
  • Attention to Detail
  • Change Management Skills
  • Interpersonal & Relationship management Skills
  • Problem solving skills
  • Project Management Skills (Methodolgy Specific)

How to Apply:

This advert is purposed at attracting talent for future dated opportunities. 1. To see what life at Capitec is all about and complete a short assessment, please click here! 2. Once you have completed the above finalize your application by clicking apply below.

Apply Now ↗

How well do you match?

Get an instant AI match score for this role — free, takes 3 minutes.

Tailor your CV for this role

The concierge rewrites your whole CV and writes a matching cover letter for this job — opens right here, nothing to paste.

Tailor My CV to This Job ✍️

Join Our South Africa Channels

Get free job alerts on your phone

MJC
ECHO
Your MJC Assistant

I'm ECHO, your MJC career assistant. I can help you find jobs, explore career tools, and connect with opportunities across Africa.

How was your experience with ECHO?