Office Assistant : Estate Department at Sanlam Group

• Rendering of excellent client service.
• Telephone administration.
• Customer care.
• Effective communication, listening, understanding and interpreting to meet Sanlam Trust requirements.
• Handling of enquiries related to estates and trusts.
• Administrative responsibilities, including visits to Masters Office, SARS and any relevant institution to obtain documentation, lodge documents, resolving queries with Master and SARS, managing e-mail, faxes, incoming and outgoing mail, record keeping of archive files and call backs.
• Time and priority management.
• Office management.
• Keeping and updating of asset register.
• Assistant to the Estate Operational Manager.
• Operational responsibilities (housekeeping, applying of safety and security measurements).

What will make you successful in this role?
Qualifications

• Grade 12

Experience

• 2 years’ experience in a frontline client care capacity within the Fiduciary industry.

Knowledge

• Business ethics
• Protocol and telephone etiquette
• Time management strategies
• Understanding of cultural diversity
• Knowledge of SPF Distribution will be an advantage.

Competencies

• Communicates effectively
• Problem solving
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Drives results
• Customer focus
• Collaborates
• Being resilient
• Computer skills (MS Office)