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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


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

To apply for this job please visit