Estate Administrator: Retail Affluent: Sanlam Trust: Umhlanga
Sanlam Group
Durban, KwaZulu-Natal
4d ago
source : findojobs-za

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?Output / Core TasksIndependent administration of deceased estates, including the following responsibilities : Report estates to relevant parties.

Gather and evaluate information in order to prepare a Liquidation and Distribution account.Draft final settlements and reconciliation statement of heirs.

Transfer / realise assets such as shares, unit trusts and fixed property.Assist stakeholders ad intermediaries during the process.

Knowledgeable re Income Tax. CGT, Estate Duty, VAT.Interpretation of wills.Liaise with wills, estate and trust clients.Manage own work flow as well as that of the Estate Administration Assistant.

What will make you successful in this role?RequirementsQualificationsGrade 12Estate & Trust Diploma or Legal Degree will be a strong recommendation.

ExperienceAt least 5 years estate administration experience, including administration of more complex estates.KnowledgeKnowledge of relevant acts linked to estate administration.

Knowledge of drafting of wills.CompetenciesCommunicates effectivelyFinancial acumenDecision qualityManages complexityCultivates innovationOrder and accuracyPlans and alignsIndependenceDrives resultsCustomer focusCollaboratesBeing resilientComputer skillsBuild a successful career with usWere 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 group provides many opportunities for growth and development.

Core CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersTurnaround timeThe 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 May Our commitment to transformationThe 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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