Estate Administrator & Financial Assistant: Retail Affluent: Sanlam Trust at Sanlam Group

What will you do?

Outputs / Core Tasks:

• Accurate management of office expenses as per budget e.g. ordering of stationary and groceries.

• Accurate processing of daily banking, monthly commissions, reconciliations, reports and handling of financial queries e.g. audits, deposits and overdrafts.

• Interview clients and reporting of new estates, uploading content to Legalease system and preparation for Estate Manager to allocate, renounce or outsource the estate reaching targets set to achieve by the department.

• Attend to incoming and outgoing post, courier services, keeping the relevant registers up to date, accepting, documenting and courier of wills.

• Updating of Alfa List, and preparation of files to be delivered to Metrofile.

• Reception duties in answering phone calls, attending to enquiries and taking messages.

• Client service duties in attending to clients’ needs, feedback received from clients, and managing complaints.

• Capturing of SRS’s and follow up actions as required.

What will make you successful in this role?

Requirements:

1. Qualifications:

• Grade 12

• Relevant Financial or Legal qualification will be an advantage.

2. Experience:

• At least 2 years estate administration experience within 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. 

Closing Date: 23 September 2021

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.