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  • Posted: Nov 12, 2019
    Deadline: Not specified
  • 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

    Office Assistant : Estate Department

    • 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?

    • Grade 12


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


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


    • 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)

    Method of Application

    Interested and qualified? Go to Sanlam on to apply
  • Send your application

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