Estate Administrator Assistant: Estates Academy: Retail Affluent: Sanlam Trust at Sanlam Group

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?

Outputs / Core Tasks:

1. Attending to walk-in clients for estates or taking in estates telephonically if required.

2. Providing administrative support to Estate Administrators if required.

3. Onboarding of new estates for Estates Academy.

4. Reporting of new estates to relevant parties, including the Master of the High Court and SARS.

5. Following up on Letters of Executorship.

6. Sending out standard communication to intermediaries and heirs in the estates.

7. Collection of all information needed to draft a Liquidation and Distribution Account.

8. Transfer of assets and collection of assets.

9. Filing of estates with the Master of the High Court and closure.

10. Attending to incoming and outgoing mail.

11. General typing and filing duties.

What will make you successful in this role?

Requirements

1. Qualifications:

• Grade 12

2. Experience:

• At least 3 year’ estate administration experience in a similar role.

3. Knowledge:

• Basic knowledge of financial concepts and principles.

• Knowledge of the estate administration process.

• Knowledge of appropriate legislation linked to estate administration.

• Knowledge of Legalease and Probanker systems will be an advantage.

4. 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)

Build a successful career with us

We’re 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 Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

The 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.