Pretoria CBD, Gauteng
Undisclosed cost to company
Job 2213031 | Ref SPF: SBD: dd1
Posted 04 May 2018 by Sanlam
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About the Position
Administration of deceased estates, including the following responsibilities
Report an estate to all parties involved.
Advertising process to be initiated.
Collect all relevant information in order to prepare the Liquidation and Distribution (L&D) Account
Draft the L&D Account.
Reconciliation of estate cheque account with the L&D Account, distribution to heirs, and settlement of debt.
Communication with heirs and all other role players on a regular basis.
Transfer assets, such as shares, unit trusts and fixed property.
Cancel mortgage bonds.
Lodge tax returns with SARS and obtaining final assessment or clearance certificate.
Qualification & Experience:
Estate & Trust Diploma will be a strong recommendation
At least 2 years Estate Administration experience, including administration of more complex estates
Knowledge of relevant acts linked to Estate Administration.
Good communication skills in English and Afrikaans
Building customer loyalty
Building and maintaining relationships
Computer skills (MS Office)
Kindly note this is a Post grade 9 role.
Closing date: 18 May 2018
estate administration experience
Desired Qualification Accreditation
About The Employer
The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. Estate Administrator, Pretoria