Home All Estate Administration Assistant: Sanlam

Estate Administration Assistant: Sanlam

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.

Duties and responsibilities:
– Providing administrative support to Estate Administrators.
– Intake of estates (internally and on occasion travelling to see external clients).
– Reporting of new estates to relevant parties.
– Preparation of Liquidation & Distribution accounts.
– Drafting of elementary Liquidation & Distribution accounts.
– Transfer of movable assets e.g. shares, firearms and vehicles.
– Reconciliation of bank accounts.
– Drafting of elementary cash statements.
– Preparation of final tax return.
– General typing and filing duties.

Requirements:
Grade 12

Experience:
At least 2 years’ estate administration experience in a similar role.

Skills:
– Basic knowledge of financial concepts and principles.
– Knowledge of the estate administration process.
– Knowledge of appropriate legislation linked to estate administration.
– Knowledge of Legalease and Probanker systems will be an advantage.

Competencies:
– Communicates effectively (English and Afrikaans)
– 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)

Location: Pretoria, Gauteng

Closing Date: 9 September 2021

How to apply:
Please click here to apply

Please share this Job
error: