Client Care Assistant at Sanlam Group

Outputs / Core Tasks:

This position will be responsible for the following:

• Assist with all incoming calls in the Estate Retail Team and provide feedback with information on LegalEase.
• Capturing of Estates on LegalEase and utilise the functionality of LegalEase.
• Generate Intermediary reports and send to clients monthly.
• Customer care (receive of and personal interaction with existing and potential clients) at Sanlam Trust.
• Effective communication, listening, understanding and interpreting of meet clients’ requirements.
• Handling enquiries related to estates.
• Administrative responsibilities (managing e-mail, faxes, incoming and outgoing mail, record keeping).
• Time and priority management.
• Manage the archiving function.
• Banking, capturing of transactions and daily/weekly/monthly reconciliations of CS Accounts, advances to estates and reconciliation thereof.

Requirements:

Qualifications:

• Grade 12

Experience:

• 3 years’ experience as Receptionist within the Fiduciary industry.

Knowledge:

• Business ethics
• Telephone etiquette
• Time management strategies
• Understanding of cultural diversity