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
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.
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
2 years’ experience in a frontline client care capacity within the Fiduciary industry.
Protocol and telephone etiquette
Time management strategies
Understanding of cultural diversity
Knowledge of SPF Distribution will be an advantage.