Wednesday , November 29 2023

Sanlam Careers Umhlanga – Estate Administrator

Website Sanlam

Job Description:

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.

Job Responsibilities:

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

Job Requirements:

  • Customer focus
  • Being resilient
  • Independence
  • Collaborates
  • Drives results
  • Plans and aligns
  • Order and accuracy
  • Computer skills

Qualification & Experience:

  • Knowledge of drafting of wills.
  • Grade 12
  • Knowledge of relevant acts linked to estate administration.
  • At least 5 years estate administration experience, including administration of more complex estates.
  • Estate & Trust Diploma or Legal Degree will be a strong recommendation.

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Umhlanga, KwaZulu Natal, SA

Application Deadline: N/A

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