Estate Administrator Assistant: ERT: Retail Affluent: Sanlam Trust at Sanlam Group

What will you do?
 

• Responsible for administering estates, taking into consideration applicable legislation.  Deals with uncomplicated tax and liquidation matters. Understands the processes and systems involved in estate administration.

Outputs / Core Tasks:

Administration of deceased estates, including the following responsibilities:

• Attend to archiving function within the Estates Retail Team, entailing completion of all legal/policy requirements to archive a file, including drafting of cash statements/reconciliations, payments
• Interpretation of wills and Liquidation and Distribution Accounts
• Gather and evaluate information in order to prepare documentation and statements for finalisation estate
• Transfer/realise assets
• Advice to stakeholders
• Record-keeping - update system and scanning of documents

Requirements

Qualifications:

• Grade 12
• Estate & Trust Diploma will be an advantage

Experience:

• At least 3 years estate administration experience
   

Knowledge:

• Knowledge of relevant acts linked to estate administration
• Knowledge of Legalease will be an advantage

Competencies:

• Communicates effectively
• 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)