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  • Posted: Mar 21, 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 Specialist

    What will you do?

    • Provide tax and fiduciary services to clients:
    1. advice on Wills
    2. dealing with local and offshore assets
    3. local and offshore trusts
    4. company structures
    5. philanthropy
    6. consequences relating to all aspects of the services mentioned
    • Draft Wills, Deeds of Trust, resolutions and minutes
    • Wind up deceased estates
    • Promote the Fiduciary and Tax offering to all stakeholders within the Sanlam Private Wealth business
    • What will make you successful in this role?
    • Self-starter and proactive individual
    • Energetic and flexible
    • Professionalism
    • Ability to work with people at all levels
    • Marketing ability

    Qualification and experience

    • Tertiary commercial or legal qualification.
    • Post graduate qualification in estate planning or legally related field will be an advantage.
    • 8 -10 years substantive experience, at a high level, in the areas of trusts, wills and estates, related accounting, income tax for individuals, trusts and estates and investments.
    • Experience with high net worth individuals

    Knowledge and skills

    • Ability to deal effectively and credibly with stakeholders such as senior managers, high net worth clients and colleagues in both spoken and written format
    • Excellent organizational skills, a team-orientated attitude and the ability to meet deadlines and handle multiple priorities
    • Excellent interpersonal and networking skills within the tax and fiduciary industry
    • Ability to work quickly and independently while meeting the required quality levels
    • Demonstration of living the company’s values – being transparent, passionate and innovative
    • Strong analytical ability and attention to detail
    • Strong service orientation towards all stakeholders

    Personal qualities

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

    Closing Date:15th, April 2022

    Method of Application

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

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