Trust Administrator: Retail Affluent: Sanlam Trust: Bellville at Sanlam Group

What will you do?

Outputs/Core Tasks: 

• Responsible for full administration of trust and fund accounts.
• Managing of assets of trust on behalf of third party (high volumes).
• Liaison with internal and external clients (high volumes).
• Support to Client Account Manager.
• Providing service to trust beneficiaries in respect of the management of their accounts.

What will make you successful in this role?

Requirements 

Qualifications

• Grade 12

Experience 

• At least 1 year relevant experience in trust or employee benefits administration.

Knowledge 

• Knowledge of appropriate legislation.
• Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.

Competencies 

• Communicates effectively - ability to communicate in any of the official languages will be an advantage. 
• Administration orientation
• Decision quality
• Information gathering
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Being resilient
• Computer skills (MS Word & MS Excel)