Estate Administrator Assistant: Sanlam Trust: Pretoria: PG 6/7 at Sanlam Private Wealth

Job description

Position Details

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.

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Position Description Key Responsibilities

• Providing administrative support to Estate Administrators.
• Reporting of new estates to relevant parties.
• Preparation of Liquidation & Distribution account.
• Drafting of elementary Liquidation & Distribution accounts.
• Transfer of movable assets e.g. shares, firearms and vehicles.
• Reconciliation of bank accounts.
• Drafting of elementary cash statements.
• Preparation of final tax return.
• General typing and filing duties.

Minimum Requirements

Qualification:

Grade 12

Experiece:

At least one year Estate Administration experience in a similar role.

Knowledge:

Basic knowledge of financial concepts and principles

Competencies

• Good communication skills in English and Afrikaans
• Administration orientation
• Problem solving
• Information gathering
• Concern for accuracy
• Managing work
• Diary management
• Team success
• Results driven
• Building customer loyalty