Estate Administrator Assistant: Retail Affluent:

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?

Outputs / Core Tasks:

Providing administrative support to Senior Estate Administrator.
Reporting of new estates to relevant parties.
Preparation of file to enable administration to draft Liquidation & Distribution account.
Drafting of elementary Liquidation & Distribution accounts.
Transfer of movable assets e.g. shares, firearms and vehicles.
Reconciliation of bank accounts.
Drafting of elementary cash statements.
Preparation of final tax return.
Follow ups with all relevant institutions.
Liaison with Master of the High Court.
Involvement in Master's Self-Help Service.
General typing and filing duties. What will make you successful in this role?

Requirements:

Qualifications:

Grade 12

Experience:

At least 5 years' estate administration experience in a similar role.

Knowledge:

Basic knowledge of financial concepts and principles.
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) Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently 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: 24 Febrruary 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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