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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
Responsible for the management of the full trust administration process. This includes interpretation of wills and trust deeds in order to implement and manage trusts. Executes the terms thereof, checks the accuracy of the information captured on trust information systems, terminates trusts and calculates fees. Prepares correspondence to beneficiaries and ensures that the correct fees are taken and that the risks are covered. Calculates tax on trusts. Prepares investment proposals under general supervision for the trusts. May have an understanding of testamentary, inter vivo (family trusts), guardian or pension funds.
Outputs / Core Tasks:
Responsible for full administration of 4000+ accounts.
Managing of assets on behalf of third party (high volumes).
Liaison with internal and external clients (high volumes).
Providing service to trust beneficiaries in respect of the management of their accounts.
Support and guidance to team members.
Management of various processes and deadlines.
Responsible for meeting turnaround times specified in Service Level Agreements.
Providing service to beneficiaries in respect of management of their accounts.
Providing reports to Transferor Funds.
Ensure Quality and Control within the team.
Managing of assets of trust on behalf of third parties.
Requirements:
Qualifications:
Grade 12, B-Com degree, or Relevant Tertiary qualification
Knowledge and Experience:
Knowledge of appropriate legislation.
At least 5 years Trust Administration experience.
Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds.
Some Management experience.
Competencies:
Communicates effectively - ability to communicate in any of the official languages will be an advantage.
Administration orientation
Decision quality
Information gathering
Cultivates innovation
Concern for accuracy
Treating Customer Fairly
Collaborates
Drives results
Being resilient
Managing work
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