Trust Administrator: Umbrella Trusts

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

Outputs / Core Tasks:
Responsible for full administration of trust and fund accounts.
Managing of assets of trust on behalf of third party (high volumes).
Liaison with internal and external clients (high volumes).
Support to Client Account Manager.
Providing service to trust beneficiaries in respect of the management of their accounts. Requirements

Qualifications:

Grade 12

Experience:

At least 1 year relevant experience in trust or employee benefits administration.

Knowledge:

Knowledge of appropriate legislation.
Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds

Competencies:
Communicates effectively - ability to communicate in any of the official languages will be an advantage.
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) Personal Attributes Decision quality - Contributing dependently Optimises work processes - Contributing dependently Plans and aligns - Contributing dependently Communicates effectively - Contributing dependently 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: 20 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.

  • 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...


  • Bellville, Western Cape, South Africa Poneli Consulting Full time

    Trust and Office Administrator position in BellvilleThe trust administration responsibilities include the preparation of the necessary documentation for the establishment, change or closure of Trusts and the review of the submission and return of documentation from the Master of the Court.The position also includes office administration, namely overview of...


  • Bellville, Western Cape, South Africa The Talent Experts Full time

    Unit Trust Portfolio AdministratorBellvilleMarket Related Are you clued up on Unit Trust funds and the operations thereof? Are you ready to put your experience to great use?_Is this you?You are not just an ordinary Administrator in the investment field, you have gained experience in Unit Trusts by working hard and by your ability to work under pressure. Your...


  • 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...


  • 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...


  • Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?The Sanlam Trust business offers professional Fiduciary Services to the South African market. We provide expert management of deceased solvent estates and living and testamentary trusts.The successful incumbent will be employed by Sanlam Trust, a subsidiary of Capital Legacy. What will you do?Strategic positioning of the business area for the...


  • Bellville, Western Cape, South Africa Sanlam Full time

    About Sanlam CorporateSanlam Corporate Cluster comprises of the two existing businesses - Sanlam Corporate Solutions and Sanlam Health Management. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to...

  • Manager: Quality

    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...


  • Bellville, Western Cape, South Africa F and G Sourcing Specialist Full time

    Our Accounting and Tax client that is based in Bellville, Cape Town is seeking a Company Compliance Secretary to join their team.Salary: Market RelatedRequirements: A diploma or degree in secretarial studies, administration, or a related field. At least 2 years of experience in a similar role, preferably within an accounting or legal firm. Knowledge of...


  • 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...

  • Estate Manager

    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...


  • Bellville, Western Cape, South Africa AECOM Full time

    Company Description Work with Us. Change the World.**At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

  • Paraplanner Cape Town

    2 weeks ago


    Bellville, Western Cape, South Africa Job Crystal Full time

    A financial planning group requires a Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process.DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

  • Accounting Officer

    2 weeks ago


    Bellville, Western Cape, South Africa TSM Consulting Full time

    Our client, based in Bellville, has a vacancy for a qualified and experienced Accounting Officer to be responsible for the administration and correspondence of various accounting tasks ensuring accurate, transparent and effective bookkeeping. Balancing of accounts at month end. Indicate the graphic relationship between income and expenses Ensure that the...

  • Legal Clerk

    2 weeks ago


    Bellville, Western Cape, South Africa Edge Personnel (Pty) Ltd Full time

    You will be responsible / assisting with:Registers, registration of companies, MOI's, etcTrust compliance work for clients such as drafting of trustee meeting minutes, resolutions, trust deeds, etc.Drafting of wills and codicilsMaster's Deeds office and court submission and correspondenceCommercial and contract drafting workLitigation and liquidationsTax...


  • Bellville, Western Cape, South Africa AECOM Full time

    Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...


  • Bellville, Western Cape, South Africa Sabenza IT Full time

    IT Risk & Compliance Manager IT Manager - ITBelville - Western Cape - South AfricaWelcome to the dynamic realm of insurance, where every transaction is underpinned by trust and security. In this landscape of digital innovation and evolving regulatory frameworks, the role of an IT Risk & Compliance Manager stands as a guardian of integrity and resilience.Key...

  • Handy Man E

    2 weeks ago


    Bellville, Western Cape, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To be responsible for repairs and maintenance on the premisesexperience and qualifications: Grade 12 and/or Competency Certificate in one of the following: Painting...

  • Sales Co-ordinator

    2 weeks ago


    Bellville, Western Cape, South Africa Lionels Veterinary Supplies Full time

    We are looking for a Sales Co-ordinator/Administrator to ensure that existing customers and accounts are serviced, and key customers reporting is provided to the sales team, contributing to the successful achievement of our sales representatives.Duties and responsibilitiesYour responsibilities will include but not limited to invoicing, processing and...


  • Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision:We aspire...