Specialist Estate Administrator – Sanlam Trust, Port Elizabeth

Department & Region: Retail Affluent : Sanlam Trust : Port Elizabeth
Closing Date: 31 March 2023 before 12h00
Start Date: 1 May / June 2023

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.
• Manage own work flow and meet targets

Requirements

1. Qualifications:

• Grade 12
• Estate & Trust Diploma will be a strong recommendation.
• Relevant Financial or Legal qualification will be an advantage.

2. Experience:

• At least 10 years estate administration experience, including administration of more complex estates.

3. Knowledge:

• Knowledge of appropriate legislation linked to estate administration.
• Knowledge of income tax, CGT, VAT and estate duty.
• Computer skills (MS Word & MS Excel)

4. Competencies:

• Innovation
• Care
• Integrity
• Collaboration
• Decision quality
• Manages complexity
• Analytical thinking
• Plans and aligns
• Drives results
• Independence
• Being resilient

Process for applying

1. Make sure that the following information is updated:
   • Qualifications
   • Previous Employers and Duties
2. It is compulsory to complete the above information. Applications that do not meet this requirement will automatically be disqualified.

Online Application link