Estate Administrator: Retail Affluent: Sanlam Trust: Bloemfontein

  • Full Time
  • Bloemfontein, Free State, South Africa

Sanlam Group

Estate Administrator: 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:

 

 

Independent administration of deceased estates, including the following responsibilities:

1. Report estates to relevant parties.
2. Gather and evaluate information in order to prepare Liquidation and Distribution account.
3. Draft final settlement and reconciliation statements for heirs.
4. Transfer/realise assets such as shares, unit trusts and fixed property.
5. Provide advice to stakeholders.
6. Complete income tax returns and finalise estate.
7. Manage Estate Financial System (Corporate Saver).
8. Interpretation of wills.
9. Liaise with wills, estate and trust clients.
10. Manage office and control budget.

What will make you successful in this role?

 

Requirements:

 

 

Qualifications: 

 

  • Grade 12
  • Estate & Trust Diploma or Legal Degree will be a strong recommendation.

 

 

Experience: 

 

  • At least 5 years estate administration experience, including administration of more complex estates.

 

 

Knowledge: 

 

  • Knowledge of relevant acts linked to estate administration.
  • Knowledge of drafting wills.

 

 

Competencies: 

 

  • Communicates effectively
  • Administration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Independence
  • Drives results
  • Being resilient
  • Computer skills (MS Word & MS Excel
Personal Attributes
Business insight – Contributing through others
Decision quality – Contributing through others
Financial acumen – 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 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 through others
Customer focus – Contributing through others
Drives results – Contributing through others
Collaborates – Contributing through others
Being resilient – Contributing through others
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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