Estate Administration & Compliance Specialist

Sanlam; Johannesburg; Presencial; ZAR 180.000 - 280.000; Jornada completa

Descripción de la vacante

Glacier by Sanlam is seeking an Estates Administrator to manage the efficient administration of deceased estates from initial reporting through finalisation. You will ensure compliance with applicable legislation, coordinate documentation, and engage beneficiaries and stakeholders to drive timely resolutions.

Key responsibilities include upholding regulatory standards, maintaining accurate records, and coordinating with team members to wind up estates effectively.

Formación

• Degree or Diploma or Grade 12 with 2 to 3 years related experience.
• Excellent English written and verbal communication.
• 1 year experience in a LIS or investment industry advantageous.
• Strong understanding of policy, regulation, and procedures.

Responsabilidades

• Develop knowledge of organization policies, procedures and regulatory codes to ensure compliance.
• Create a local document management system for an office or department.
• Initiate new policies and amendments and liaise with customers to clarify information.
• Explain product status, features and benefits to stakeholders and answer questions.
• Provide operational support using standard systems and protocols.
• Coordinate documentation and engagement with beneficiaries and stakeholders.
• Monitor progress of estates and ensure timely completion of administrative requirements.

Conocimientos

Policy & Regulation

Insurance Principles

Data Management

Document Management

Digital Literacy

Transaction Integrity

General Experience

Educación

Degree/Diploma or Grade 12

Descripción del empleo

Glacier by Sanlam is seeking an Estates Administrator to manage the efficient administration of deceased estates from initial reporting through finalisation. You will ensure compliance with applicable legislation, coordinate documentation, and engage beneficiaries and stakeholders to drive timely resolutions.

Key responsibilities include upholding regulatory standards, maintaining accurate records, and coordinating with team members to wind up estates effectively.