Who are we?
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?
All duties relevant to assisting the administrator of deceased estates including but not limited to:
Compile the necessary reporting documentation for the Masters Office
Responsibilities + Skills
Obtain balances and information for the purposes of the estate accountsPrepare relevant documents for the transfer of estate assets and payment of claimsPrepare final documents for lodgement at the Masters OfficeFrom time to time go to the Masters Office to submit and/or obtain documentsFiling all documents electronically and in safe
Obtain the relevant documents from stakeholders for the Masters OfficeOffer administrative support to the Deceased Estate AdministratorPlace advertisements
successful in this role? Team player Accuracy Attention to detail Qualification and experience Matric / Grade 12 / National Certificate A relevant certificate or course in Deceased Estate Administration and winding up of Insolvent Estates Studying towards a legal qualification will be an advantage A minimum of 3 years experience in administration of deceased estates Knowledge and skills A qualification relevant to the administration of deceased estates an aspect thereof Proficient in MS Office 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,