Estate Administrator Assistant: Retail Affluent at Sanlam Group

What will you do?

Outputs / Core Tasks:

• Providing administrative support to Senior Estate Administrator.
• Reporting of new estates to relevant parties.
• Preparation of file to enable administration to draft 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.
• Follow ups with all relevant institutions.
• Liaison with Master of the High Court.
• Involvement in Master’s Self-Help Service.
• General typing and filing duties.

What will make you successful in this role?

Requirements:

Qualifications:

• Grade 12

Experience:

• At least 5 years’ estate administration experience in a similar role.

Knowledge:

• Basic knowledge of financial concepts and principles.
• 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)

Core Competencies

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

Closing date: 24 Febrruary 2023