Opportunities at Sanlam

What will you do?
Output/Core Tasks
Independent administration of deceased estates, including the following responsibilities :

• Report estates to relevant parties.
• Gather and evaluate information in order to prepare a Liquidation and Distribution account.
• Draft final settlements and reconciliation statement of heirs.
• Transfer / realise assets such as shares, unit trusts and fixed property.
• Assist stakeholders ad intermediaries during the process.
• Knowledgeable re Income Tax. CGT, Estate Duty, VAT.
• Interpretation of wills.
• Liaise with wills, estate and trust clients.
• Manage own work flow as well as that of the Estate Administration Assistant.

What will make you successful in this role?

Qualifications
Requirements

• Grade 12
• Estate & Trust Diploma or Legal Degree will be a strong recommendation.

Experience

• At least 5 years estate administration experience, including administration of more complex estates.

Knowledge

• Knowledge of relevant acts linked to estate administration.
• Knowledge of drafting of wills.

Competencies

• Communicates effectively
• Financial acumen
• Decision quality
• Manages complexity
• Cultivates innovation
• Order and accuracy
• Plans and aligns
• Independence
• Drives results
• Customer focus
• Collaborates
• Being resilient
• Computer skills

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What will you do?
Outputs/Core Tasks

• Financial controls over investment asset data.
• Prepare, review and submit financial results of subsidiaries.
• Prepare investment vehicle consolidations.
• Assist with preparation and submission of regulatory returns of subsidiaries.
• Assist with confirmation of intergroup/related party balances.
• Assist with implementation and monitoring of financial controls.
• Complete annual financial statements for subsidiaries in accordance with accounting standards.
• Assist with the preparation of assigned notes to the annual financial statements.
• Fulfill the role as SAP super-user and trainer to the rest of the team (training will be provided).
• Assist with ad hoc financial tasks/projects.

What will make you successful in this role?

Role Requirements
Qualifications

• BCom qualification with Financial Accounting as a major subject.
• Completed articles will be a preference.

Experience

• At least 2+ years’ experience in a financial reporting environment.
• Background experience within the financial services industry.

Knowledge

• Good technical accounting knowledge.
• Knowledge of Sanlam’s financial reporting systems (Hyperion Financial Management, SAP) will be an advantage.

Competencies

• Communicates effectively
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaborates
• Drives results
• Persuades
• Independence
• Being resilient
• Computer skills (Excel advanced level)