Estate Administrator Assistant: Retail Affluent: Sanlam Trust: Bloemfontein

  • Full Time
  • Bloemfontein, Free State, South Africa

Sanlam Group

Estate Administrator Assistant: Retail Affluent: Sanlam Trust: Bloemfontein

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Date: 14-Oct-2020

Location:

Bloemfontein, Free State, South Africa

Company:
Sanlam Group

Who are we?

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

What will you do?

 

Outputs/ Core Tasks:

 

1. Attending to walk-in clients for estates, wills and beneficiary funds.

2. Providing administrative support to Estate Administrators.

3. Reporting of new estates to relevant parties.

4. Attend to renunciations and outsourcing of estates.

5. Transfer of movable assets e.g. shares, investments, firearms and vehicles.

6. Attending to incoming and outgoing mail.

7. Reception duties and assisting clients.

8. General typing and filing duties.

What will make you successful in this role?

 

Requirements:

 

 

Qualifications: 

 

 

 

Experience: 

 

  • 3 years’ experience in estate administration.

 

 

Knowlegde:

 

  • Basic knowledge of financial concepts and principles
  • Knowledge of Legalease will be an advantage

 

 

Competencies: 

 

  • Communicates effectively
  • Aministration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Independence
  • Drives results
Personal Attributes
Decision quality – Contributing independently
Financial acumen – Contributing independently
Communicates effectively – Contributing independently
Plans and aligns – 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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
Collaborates – Contributing independently
Being resilient – Contributing independently
Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

 

 

Closing Date: 20 October 2020. 

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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