Estates Administrator

In brief

**Overview** The Estates Administrator role at Sanlam Group is responsible for the efficient and accurate administration of deceased estates, from initial reporting through to finalisation. This includes ensuring compliance with applicable legislation and regulatory requirements. The role supports the effective winding up of estates by coordinating documentation, engaging with beneficiaries and relevant stakeholders, monitoring the progress of each estate, and ensuring that all administrative requirements are completed accurately and timeously. **What you will do** Key responsibilities for this role include: * Administer deceased estates efficiently and accurately from initial reporting to finalisation, ensuring compliance with applicable legislation and regulatory requirements. * Support the effective winding up of estates by coordinating documentation, engaging with beneficiaries and relevant stakeholders, monitoring the progress of each estate, and ensuring all administrative requirements are completed accurately and timeously. * Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards, obtaining authorization for any exceptions. * Create a local document management system for an office or department. * Initiate new insurance policies and policy amendments, process related premium collections, liaising with customers/salespersons/agents to clarify information, and referring complex issues. * Explain product status, features, and benefits, responding to customer questions, and referring complex, unresolved issues. * Provide operational support by performing a range of routine activities using existing systems and protocols. **Requirements (from the original advert)** * **Skills:** * Policy and Regulation - Intermediate * Insurance Principles and Practice - Intermediate * Data Management - Insurance - Intermediate * Document Management - Intermediate * Digital Literacy - Intermediate * Transaction Integrity Management - Intermediate * **General Experience:** * Sound experience and understanding of straightforward procedures or systems (Minimum 1 year) * 1 year experience in a LISP or the investment industry will be advantageous * Exceptional communication skills in English – Written and Verbal * **Education:** * Degree or Diploma or Grade 12 with 2 to 3 years related experience. * **Required Behavioural Competencies:** * Ensures Accountability * Communicates Effectively * Plans and Aligns * Manages Complexity * Customer Focus * Optimises Work Processes **Who should apply** The ideal candidate for this role is someone who can efficiently and accurately administer deceased estates, ensuring compliance with legal and regulatory requirements. They should be capable of coordinating documentation, engaging with stakeholders, and monitoring the progress of estates. The candidate should possess intermediate skills in policy and regulation, insurance principles, data management, document management, digital literacy, and transaction integrity. They should have at least one year of experience with straightforward procedures or systems, with an advantage for experience in a LISP or the investment industry. Exceptional written and verbal English communication skills are required. Educationally, candidates should have a Degree or Diploma, or a Grade 12 certificate with 2 to 3 years of related experience. Key behavioural competencies include accountability, effective communication, planning, managing complexity, customer focus, and optimising work processes. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/estates-administrator-sanlam Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 1 year of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

• Read the full advert and confirm you meet the minimum requirements before applying.
• Tailor your CV headline and most recent experience to the job title and key skills.
• Note the closing date and reference number, and keep a copy of what you submit.
• Apply only through the employer or job board link — never pay to apply.