Specialist: Estate Administrator: Retail Affluent at Sanlam Group

Outputs / Core Tasks:

• Independent administration of complex deceased  estates in terms of relevant legislation
• Interpretation of wills.
• Communication with clients, intermediaries and various stakeholders.
• Servicing high profile clients.
• Providing leads to intermediaries.
• Problem solving and accountability a necessity.
• Management, training and guidance of Estate Administrator Assistants.
• Manage own work flow and meet targets 

Requirements:

Qualifications:

• Grade 12
• Estate & Trust Diploma will be a strong recommendation.
• Relevant Financial or Legal qualification will be an advantage.

Experience:

• At least 10 years estate administration experience, including administration of more complex estates.

Knowledge:

• Knowledge of appropriate legislation linked to estate administration.
• Knowledge of income tax, CGT, VAT and estate duty.
• Computer skills (MS Word & MS Excel)   

Competencies:

• Innovation
• Care
• Integrity
• Collaboration
• Decision quality
• Manages complexity
• Analytical thinking
• Plans and aligns
• Drives results
• Independence
• Being resilient

Closing date: 28 February 2023