3 Best miway jobs in hatfield, gauteng (Hiring Now!)

Deceased Estate Administrator
Sanlam —Pretoria, Gauteng
Answering telephone calls and directing to the correct team member. A minimum of 5 years’ experience plus team leader or senior management experience in the…
Estimated: R279K - R353K a year
5d
Financial Planner: Pretoria IS Lynnwood
Sanlam —Pretoria, Gauteng
Monitor, update and reporting (weekly/monthly). Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
Estimated: R133K - R169K a year
Sanlam Affiliated Intermediary (SAI) - Gauteng North
Sanlam —Hatfield, Gauteng
Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act. It aims to understand the unique requirements of clients and…
Estimated: R138K - R175K a year

I want to receive the latest job alerts for miway jobs in hatfield, gauteng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Deceased Estate Administrator

Sanlam - Pretoria, Gauteng

Apply Now

Job Details

Permanent Estimated: R279K - R353K a year 5 days ago

Full Job Description

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.

Apply Now

miway jobs in hatfield, gauteng

Deceased Estate Administrator

Financial Planner: Pretoria IS Lynnwood

Sanlam Affiliated Intermediary (SAI) - Gauteng North

Job Seeker Tools

Employer Tools

Browse

Stay Connected