Estate Administrator Assistant
Bloemfontein, Free State, ZA
2d ago
source : Latest Jobs

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
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