Office Assistant : Estate Department: PG6

Job Description

What will you do?
Outputs/Core Tasks

Rendering of excellent client service.
Telephone administration.
Customer care.
Effective communication, listening, understanding and interpreting to meet Sanlam Trust requirements.
Handling of enquiries related to estates and trusts.
Administrative responsibilities, including visits to Masters Office, SARS and any relevant institution to obtain documentation, lodge documents, resolving queries with Master and SARS, managing e-mail, faxes, incoming and outgoing mail, record keeping of archive files and call backs.
Time and priority management.
Office management.
Keeping and updating of asset register.
Assistant to the Estate Operational Manager.
Operational responsibilities (housekeeping, applying of safety and security measurements).
What will make you successful in this role?

Responsibilities + Skills

Business ethicsProtocol and telephone etiquetteTime management strategiesUnderstanding of cultural diversityKnowledge of SPF Distribution will be an advantage.


Grade 12Experience


2 years experience in a frontline client care capacity within the Fiduciary industry.Knowledge

Job Summary

  • Published on: Wednesday, 13th November 2019
  • Designation: Office Assistant : Estate Department: PG6
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: on a call
  • Gender:
  • Application Deadline: Wednesday, 13th November 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website:
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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