Estate Administrator: Retail Affluent: Sanlam Trust: Umhlanga at Sanlam

What will you do?
Output/Core Tasks
Independent administration of deceased estates, including the following responsibilities :

• Report estates to relevant parties.
• Gather and evaluate information in order to prepare a Liquidation and Distribution account.
• Draft final settlements and reconciliation statement of heirs.
• Transfer / realise assets such as shares, unit trusts and fixed property.
• Assist stakeholders ad intermediaries during the process.
• Knowledgeable re Income Tax. CGT, Estate Duty, VAT.
• Interpretation of wills.
• Liaise with wills, estate and trust clients.
• Manage own work flow as well as that of the Estate Administration Assistant.

What will make you successful in this role?

Qualifications
Requirements

• Grade 12
• Estate & Trust Diploma or Legal Degree will be a strong recommendation.

Experience

• At least 5 years estate administration experience, including administration of more complex estates.

Knowledge

• Knowledge of relevant acts linked to estate administration.
• Knowledge of drafting of wills.

Competencies

• Communicates effectively
• Financial acumen
• Decision quality
• Manages complexity
• Cultivates innovation
• Order and accuracy
• Plans and aligns
• Independence
• Drives results
• Customer focus
• Collaborates
• Being resilient
• Computer skills