📍 Local Job Near You
Estate Onboarding & Client Experience Specialist
Capital Legacy group
📍
bloemfontein, South-Africa
Location
bloemfontein
Posted
June 19, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
- Obtaining 10 Letters of Executorship (LOE) per month.
- In new estates meetings, explain the estates process, timeframes and costs to families/next of kin/beneficiaries and brokers.
- Ensure the quality of onboarding is in line with our standards as set out in the H2W and done within our business durations.
- Communicate with families/next of kin/beneficiaries and brokers, keeping them well informed during estate onboarding.
- Ensure that all active enquiries that will not be converted to an estate are deactivated within our business durations, and instruction sent to ECA to action.
- Ensure that renunciations are dealt with as per our business process – telephone discussion with beneficiaries and broker, sending of terms letter and follow-ups if terms letter expires.
- Actively drive cash shortfalls and put beneficiaries on terms, where necessary.
- Follow up on outstanding requirements so that estate can be onboa...