• Job Description

  Req#: 23956

  Who we are?

  Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.

  With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

  At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

  Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

  What will you do? continued

  • Compiling the necessary reporting documentation for the Masters Office
  • Obtaining the relevant documents from stakeholders for the Masters Office
  • Fully support the Executor with all deceased estate administration work
  • Placing advertisements relating to estates
  • Interact with clients and meet with clients
  • Obtaining balances and information for the purposes of estate accounts
  • Preparing relevant documents for the transfer of estate assets and payment of claims
  • Preparing of Liquidation and Distribution Account
  • Preparing and balancing Cash Statements
  • Preparing final documents for lodgement at the Masters Office
  • Occasionally visiting the Masters Office to submit or obtain documents

  What will you do? continued

  • Filing documents electronically and in the safe
  • Ordering files
  • Answering telephone calls and directing to the correct team member
  • Ensuring that all estate related queries are dealt with proactively and correctly
  • Maintaining estate cash books
  • Meeting team members’ expectations in terms of work delivery and following instructions
  • Load payments and ensure that all payments related to the estate is loaded and executed

  Qualification and experience

  • Matric / Grade 12 / National Certificate
  • BCom Degree plus Honours Degree / LLB or BCompt Honours
  • A relevant certificate or course in Deceased Estate Administration
  • A minimum of 5 years’ experience plus team leader or senior management experience in the deceased estates role

  Knowledge and skills

  • Proficient in MS Office
  • Fluent in English and Afrikaans

  Personal qualities

  • Team player
  • Strong numerical orientation
  • Excellent listening, communication and interpersonal skills
  • Excellent administrative skills
  • Highly organized with a high level of client focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Pro-active approach to work, clients, problem solving
  • Learning agility and curiosity
  • Assertive

  What will make you successful in this role?

  • Proficient in MS Office
  • Fluent in English and Afrikaans

  Build a successful career with us

  We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

  Core Competencies

  Being resilient - Contributing independently

  Collaborates - Contributing independently

  Cultivates innovation - Contributing independently

  Customer focus - Contributing independently

  Drives results - Contributing independently

  Turnaround time

  The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

  To be considered for the above opportunity please upload your detailed CV on or before 31 January 2024.

  • Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.

  Our commitment to transformation

  The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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