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  • Posted: Apr 13, 2022
    Deadline: Not specified
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    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 skilfu...
    Read more about this company

     

    Fiduciary Assistant

    What will you do?
    Trusts and Wills:

    • Draft various trust documents and arrange signatures and submissions to the Master
    • Prepare meeting agendas and minutes and collate packs for the Trustees
    • Create and maintain trust files (physical and electronic)
    • Draft new Wills and amend Wills, under instruction, and assist with the signing and filing
    • Interact with clients relating to the functions above, including travelling to meet them when required

    Administration:

    • Provide direct support to the Fiduciary and Tax Specialist
    • Assist with monthly invoicing
    • Liaise with internal and outsourced service providers
    • Have a basic understanding of deceased estate administration and assist when required
    • Attend to various aspects of trust administration
    • Attend and assist in various aspects of deceased administration
    • Assist with the preparation of tax documents
    • Load payments
    • General administration

    What will make you successful in this role?

    • Knowledge and understanding of wills, estates and trusts in South Africa
    • Experience working within the financial services industry and/or a legal background. Private Wealth client experience advantageous.
    • High level of accuracy and attention to detail
    • Own transport and a valid drivers license

    Qualification and experience

    • Bachelor’s Degree or equivalent (a legal qualification would be advantageous) with a minimum of 2 years financial services and/or legal industry experience, or relevant Diploma with 5-10 years fiduciary administrator experience within the financial services industry.
    • Proven experience in a client-focused business environment

    Knowledge and skills

    • Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
    • Thorough knowledge and understanding of wills, estates and trusts in SA context
    • Excellent communication skills (both verbal and written)
    • Strong administration skills

    Personal qualities

    • Strong numerical orientation
    • Highly organized with a high level of customer focus
    • Accurate and detail orientated
    • Critical and analytical capability
    • Ability to perform well under pressure and show maturity, confidence and resilience
    • Excellent listening, communication and interpersonal skills
    • Pro-Active approach to work, clients, problem solving
    • Learning agility and curiosity
    • Assertive
    • Passionate ownership for results

    Closing Date: 18th, April 2022

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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