Estate Manager

16 hours ago

Bellville, 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?

**The Estate Manager**: Quality and Control is responsible to ensure technical excellence in the estate administration process. The focus of the role is on technical knowledge of the fiduciary duties of estate administration. The Quality and Control Manager is responsible for the management of risks in the region, and to escalate any material risks to the Head of Estates and Chief Operations Officer. They will also be responsible for the technical documentation drafted and distributed by the Estate department. The liquidation and distribution accounts, as well as all cash statements, must be approved by the incumbent, and should adhere to the standards set out in the Estate Act, as well as the Sanlam Trust processes and policies. In addition to this their is also the responsibility of the identification of training needs, as well as training of the internal Estates team. What will make you successful in this role?

**Key Responsibilities**:
1. Operational Excellence
- Enforce company policy on estate administration in office.
- Inspect estate files during the administration process which includes the signing off of liquidation and distribution accounts, final distributions and filing slips.
- Ongoing control and management of risk in areas of responsibility.
- Attend to audit files accordingly.
- Fulfil the function as member of the National Review Committee.
- Serve as back-up for the Operational Manager.

2. Increased Volumes
- Manage technical administration process in a way that ensure heirs to use the Sanlam Trust fiduciary solution.

3. Passion for Clients
- Evaluate advanced and complicated estates.
- Input in optimisation of Estate system (Legal Ease).
- Enforce communication policy with clients and intermediaries.

4. Technology
- Assist with the requirements and implementation of a new Estate Program.
- Address system problems in co-operation with the Technology department.
- Manage reconciliations of both the Estate banking system and commission runs.

5. Employer of Choice
- Provide in-depth knowledge on administration of estates.
- Assist in ongoing development of administration skills across Sanlam Trust.
- Assist Estate Administrators actively in finding solutions during the administration process.
- Responsible for the technical training and evaluation of staff in the Estate department.
- Mentoring and coaching of staff.

**Role Requirements**:
**Qualifications**:

- Tertiary qualification e.g. LLB, B PROC, CFP or other relevant degree.

**Experience**:

- 5-10 years’ experience in the capacity of an expert within estate administration.
- 2 years’ experience in business and people’s processes within a fiduciary environment.

**Knowledge**:

- Up to date with current legislation that has an influence on area of responsibility.
- Administration process of estates and all legal aspects pertaining thereto.
- Knowledge of companies, close corporations, sole properties, partnerships, fiduciary rights, succession laws, marital law, common law, vesting of rights and extension thereof, and implications of the above regarding the administration of estates.
- Estate duty, transfer duty, income tax, CGT, VAT and donation tax.
- Awareness of estate fee targets and the impact that the role has on meeting target.
- Knowledge of estate programs available in the market.
- Wills and all legal aspects pertaining thereto.
- Knowledge of and ability to analyse financial reports and statements of all forms of businesses.
- Knowledge of financial principles.
- Knowledge of management processes.
- Computer skills (MS Office)

Qualification and Experience Degree or Diploma with 6 to 8 years related experience. Knowledge and Skills Estate administration and advice Risk management Data collection Management of employees Personal Attributes Business insight - Contributing through others Decision quality - Contributing through others Builds effective teams - Contributing through others Persuades - Contributing through others 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

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