Client Account Manager: 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. What will you do?

Responsible for the management of the full trust administration process. This includes interpretation of wills and trust deeds in order to implement and manage trusts.

Executes the terms thereof, checks the accuracy of the information captured on trust information systems, terminates trusts and calculates fees.

Prepares correspondence to beneficiaries and ensures that the correct fees are taken and that the risks are covered. Calculates tax on trusts. Prepares investment proposals under general supervision for the trusts. May have an understanding of testamentary, inter vivo (family trusts), guardian or pension funds.

Outputs / Core Tasks:
Responsible for full administration of 4000+ accounts.
Managing of assets on behalf of third party (high volumes).
Liaison with internal and external clients (high volumes).
Providing service to trust beneficiaries in respect of the management of their accounts.
Support and guidance to team members.
Management of various processes and deadlines.
Responsible for meeting turnaround times specified in Service Level Agreements.
Providing service to beneficiaries in respect of management of their accounts.
Providing reports to Transferor Funds.
Ensure Quality and Control within the team.
Managing of assets of trust on behalf of third parties

Requirements:

Qualifications:

Grade 12, B-Com degree, or Relevant Tertiary qualification

Knowledge and Experience:

Knowledge of appropriate legislation.
At least 5 years Trust Administration experience.
Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.

Some Management experience

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
Treating Customer Fairly
Collaborates
Drives results
Being resilient
Managing work 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.


Closing date: 22 May 2023 Turnaround time

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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