Sanlam Careers Umhlanga – Estate Administrator

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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