Fiduciary Assistant Full-time Job

Fiduciary Assistant

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Date: 07-Sep-2022

Location: Pretoria, Gauteng, South Africa

Company: Sanlam Group

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?

• Draft:
  • Trust deeds
  • Deed of amendments
  • Supplementary trust deeds and all supporting documentation
  • Resolutions
  • Trust meeting agendas and minutes
  • Simple wills
• Administration
  • Schedule appointments
  • Preparation of documentation for signature
  • Arrange and schedule boardroom bookings
  • General administration
• Preparation of packs and supporting documentation for registration of trusts and reporting of estates at the Masters office and arranging with agent for collection
• Support with the deceased estate administration process

What will make you successful in this role?

• Basic knowledge and understanding of wills, estates and trusts in South Africa
• Experience working within a Private Wealth environment / industry and or a legal background
• High level of accuracy and attention to detail

Qualification and experience

• Bachelors Degree or equivalent (a legal qualification would be advantageous)
• Proven experience in a client-focused business environment
• Minimum 2 years experience in a Financial Service and/or Legal Industry will be advantageous

Knowledge and skills

• Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
• Thorough knowledge and understanding of wills, estates and trusts in SA context
• Excellent communication skills (both verbal and written)
• Strong administration skills

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

Build a successful career with us

Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office the Sanlam Group provides many opportunities for growth and development.

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 12 September.
• Please note that if you are not contacted within two 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.

Sanlam is a diversified financial services group, headquartered in South Africa, operating across a number of selected global markets.
We have been creating value for stakeholders since 1918 for more than 100 years. Sanlam is one of the biggest internationally active insurance groups globally, and is classified as a domestic systemically important financial institution in South Africa. We contribute to financial resilience and prosperity in all the markets where we are present.