Estate Administrator
Bloemfontein, Free State, ZA
3d 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 : 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

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