Estate Administrator Assistant: Ert: Retail

2 weeks ago


Bellville, Western Cape, South Africa Sanlam Full time
Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do?

Responsible for administering estates, taking into consideration applicable legislation. Deals with uncomplicated tax and liquidation matters. Understands the processes and systems involved in estate administration.

Outputs / Core Tasks:

Administration of deceased estates, including the following responsibilities:
Attend to archiving function within the Estates Retail Team, entailing completion of all legal/policy requirements to archive a file, including drafting of cash statements/reconciliations, payments
Interpretation of wills and Liquidation and Distribution Accounts
Gather and evaluate information in order to prepare documentation and statements for finalisation estate
Transfer/realise assets
Advice to stakeholders
Record-keeping - update system and scanning of documents Requirements

Qualifications:

Grade 12
Estate & Trust Diploma will be an advantage

Experience:

At least 3 years estate administration experience

Knowledge:

Knowledge of relevant acts linked to estate administration

Knowledge of Legalease will be an advantage Competencies:
Communicates effectively
Administration orientation
Decision quality
Information gathering
Cultivates innovation
Concern for accuracy
Plans and aligns
Customer focus
Collaborates
Drives results
Being resilient
Computer skills (MS Word & MS Excel) Build a successful career with us

We're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future - your career, your personal development and of achieving great things.

We pride ourselves in helping our employees to realise their worth.

Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Turnaround time

Closing date: 30 March 2023 Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.
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