Specialist: Estate Administrator: Retail Affluent: Sanlam Trust: Pretoria
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:Independent administration of complex deceased estates in terms of relevant legislation.Interpretation of wills.Communication with clients, intermediaries and various stakeholders.Servicing high profile clients.Providing leads to intermediaries.Problem solving and accountability a necessity.Management, training and guidance of Estate Administrator Assistants.What will make you successful in this role?Requirements:Qualifications:Grade 12Estate & Trust Diploma will be a strong recommendation.Relevant Financial or Legal qualification will be an advantage.Experience:At least 10 years estate administration experience, including administration of more complex estates.Knowledge:Knowledge of appropriate legislation linked to estate administration.Knowledge of income tax, CGT, VAT and estate duty.Competencies:Communicates effectivelyDecision qualityAnalytical thinkingCultivates innovationConcern for accuracyPlans and alignsCustomer focusCollaboratesDrives resultsTeam successIndependenceBeing resilientComputer skills (MS Word & MS Excel)Build a successful career with usWere 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 CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersTurnaround timeThe 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: 29 April Our commitment to transformationThe 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.