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  • Posted: May 13, 2022
    Deadline: May 20, 2022
  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
    Read more about this company


    Estate Administrator: Retail Affluent: Sanlam Trust: Umhlanga

    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?


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


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


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


    • 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

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

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