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. What will you do?
Outputs / Core Tasks:
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. What will make you successful in this role?
At least 2 years’ estate administration experience in a similar role.
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.
Concern for accuracy
Plans and aligns
Computer skills (MS Word & MS Excel) Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Core Competencies Cultivates innovation – Contributing independently Customer focus – Contributing independently Drives results – Contributing independently Collaborates – Contributing independently Being resilient – Contributing independently Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing date: 13 September 2022 Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.