Sanlam: Estate Administrator

Estate Administrator at Sanlam
Permanent Intermediate position

Pretoria CBD, Gauteng

Undisclosed cost to company

Job 2213031 | Ref SPF: SBD: dd1

Posted 04 May 2018 by Sanlam

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
Administration orientation
Problem solving
Information gathering
Financial acumen
Innovative thinking
Building customer loyalty
Building and maintaining relationships
Results driven
Computer skills (MS Office)
Kindly note this is a Post grade 9 role.

Apply for RDP House

Closing date: 18 May 2018

Desired Skills

estate administration experience
complex estates
results driven
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