Trust Administrator: Umbrella Trusts - Bellville, South Africa - Sanlam

Sanlam

Verified Company

Bellville, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Who are we?

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

Outputs / Core Tasks:
Responsible for full administration of trust and fund accounts.
Managing of assets of trust on behalf of third party (high volumes).
Liaison with internal and external clients (high volumes).
Support to Client Account Manager.
Providing service to trust beneficiaries in respect of the management of their accounts. Requirements

Qualifications:

Grade 12

Experience:

At least 1 year relevant experience in trust or employee benefits administration.

Knowledge:

Knowledge of appropriate legislation.
Knowledge of financial concepts, structure of trusts, retirement funds, group schemes and beneficiary funds

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
Plans and aligns
Customer focus
Collaborates
Drives results
Being resilient
Computer skills (MS Word & MS Excel) Personal Attributes Decision quality - Contributing dependently Optimises work processes - Contributing dependently Plans and aligns - Contributing dependently Communicates effectively - Contributing dependently 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.

Turnaround time

Closing date: 20 March 2023 Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.