Vacancies at Sanlam – Estate Administrator

Website Sanlam

Job Description:

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Job Responsibilities:

  • Communication with clients, intermediaries and various stakeholders.
  • Management, training and guidance of Estate Administrator Assistants.
  • Problem solving and accountability a necessity.
  • Independent administration of deceased estates in terms of relevant legislation.
  • Interpretation of wills.

Job Requirements:

  • Knowledge of both maintenance and accrual claims
  • Knowledge of income tax, CGT, VAT and estate duty.
  • Knowledge of appropriate legislation linked to estate administration.

Qualification & Experience:

  • Grade 12
  • At least 5 years estate administration experience.
  • Estate & Trust Diploma will be a strong recommendation.
  • Relevant Financial or Legal qualification will be an advantage.

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Pretoria, Gauteng, South Africa

Application Deadline: N/A

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