Wills Processor: Wills Vault: Retail Affluent: Sanlam Trust: Bellville: PG 05 / 06 at Sanlam Group

Who are we?

• The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Outputs / Core Tasks:

OPERATIONAL EXCELLENCE

• Processing requests of a copy of a will.
• Filing of signed wills.
• Scanning of signed wills.
• Uploading of documents to wills system.
• Capturing of data on system.
• Preparing wills daily for the different estate departments when reporting of an estate from the regions.
• Ensuring correctness of information on wills system.
• Telephonic enquiries.
• General administration assistance to the Wills Department.

PASSION FOR CLIENTS

• Registration, retrieval and preparing of copies of wills within specified turnaround times.
• Dispatch wills to regions within specified turnaround times.
• Comply with Sanlam Trust jockey policy.

Requirements:

Qualifications:

• Grade 12
   

Experience:

• At least 2 years’ experience in an administrative environment.
   

Knowledge:

• Knowledge of Sanlam Trust procedures.
• Knowledge of the correct signature procedures relating to wills.
• Knowledge of the jockey policy.
• Knowledge of appropriate legislation linked to wills.

Competencies:

• Communicates effectively
• Administration orientation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Being resilient