Trust Administrator
Outsurance
Cape Town, Western Cape, ZA
4d 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 / Tasks :

  • Responsible for full administration of trust and fund accounts.
  • Managing of assets of trust on behalf of third party (high volumes).
  • Liaison with internal and external clients (high volumes).
  • Support to Client Account Manager.
  • Providing service to trust beneficiaries in respect of the management of their accounts.
  • What will make you successful in this role? Requirements : Qualifications :

    Experience :

  • At least 1 year relevant experience in trust or employee benefits administration.
  • Knowledge :

  • Knowledge of appropriate legislation.
  • Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.
  • Competencies :

  • Communicates effectively - ability to communicate in any of the official languages will be an advantage.
  • Administration orientation
  • Decision quality
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Customer focus
  • Collaborates
  • Drives results
  • Being resilient
  • Computer skills (MS Word & MS Excel)
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