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Personal Retirement Report

Careers

Become part of our integrated, professional and caring team
that promotes financial well-being at exceptional value.

What does Harvard House do?

Harvard House is a diverse, people-focused organization founded on the basis of personal service to clients. Backed by the leadership, on-going support and an extensive platform of products and services, we derive our success over more than 50 years from a family of outstanding professionals who collectively value the importance of ‘purpose, passion and people’. You’ll be provided with the opportunities, leadership and coaching you need to fulfil your potential and be inspired to achieve your professional and personal goals.

How can I join Harvard House?

Harvard House is always looking for client driven and committed individuals across its various divisions. If you have experience in the fields above, please complete the form below and send us your CV and covering letter.

What fields do we specialise in?

  • Asset Management
  • Financial Planning
  • Short Term Insurance
  • Tax & Accounting
  • Wills & Estates
  • Personal Secretarial Services

..No vacancies at this time, please keep checking for future opportunities...

Available Jobs

Location Of Position: Howick, Howick, South Africa
Employment Type: Full time

Harvard House is looking for an Estate Administrator with practical knowledge, attention to detail and a commitment to client focused service to join their deceased estates team This is a salaried role where growth is linked to excellent client service, personal and professional development.

Job Description:

  1. Administer deceased estates from inception to finalisation and monitor progress against key milestones
  2. Maintain accurate files, diary systems and follow-ups
  3. Communicate professionally with clients, beneficiaries, colleagues and external stakeholders
  4. Prepare correspondence, statutory advertisements, liquidation and distribution accounts and supporting documents
  5. Assist with transfer, distribution and finalisation of estate assets
  6. To continuously broaden knowledge base and to keep up to date technically
  7. Assist with the drafting of Wills

Requirements:

  1. Relevant qualification and experience in deceased estates
  2. Wills drafting experience will be an advantage
  3. High integrity and discretion
  4. Excellent problem-solving, communication and interpersonal skills
  5. Process-orientated with attention to detail
  6. Ability to manage deadlines, prioritise work and follow matters through to completion
  7. A proactive and client focused approach and the ability to work effectively in a collaborative team
  8. Proficient in Word, Excel and Outlook

Apply Now