Sanlam Office Assistant: Estate Department Bellville, Cape Town

Closing date yi 14 ka November 2019

Sanlam Office Assistant: Estate Department Bellville, Cape Town

Requirements

  • Grade 12
  • 2 years’ experience in a frontline client care capacity within the Fiduciary industry.

Skills & Competencies

Knowledge

  • Business ethics
  • Protocol and telephone etiquette
  • Time management strategies
  • Understanding of cultural diversity
  • Knowledge of SPF Distribution will be an advantage.

Competencies

  • Communicates effectively
  • Problem solving
  • Information gathering
  • Cultivates innovation
  • Concern for accuracy
  • Plans and aligns
  • Drives results
  • Customer focus
  • Collaborates
  • Being resilient
  • Computer skills  (MS Office)

Responsibilities

  • Rendering of excellent client service.
  • Telephone administration.
  • Customer care.
  • Effective communication, listening, understanding and interpreting to meet Sanlam Trust requirements.
  • Handling of enquiries related to estates and trusts.
  • Administrative responsibilities, including visits to Masters Office, SARS and any relevant institution to obtain documentation, lodge documents, resolving queries with Master and SARS, managing e-mail, faxes, incoming and outgoing mail, record keeping of archive files and call backs.
  • Time and priority management.
  • Office management.
  • Keeping and updating of asset register.
  • Assistant to the Estate Operational Manager.
  • Operational responsibilities (housekeeping, applying of safety and security measurements).
Lomsebenzi ufakwe ngu Tebuho Moshoeshoe nge 8 ka November 2019

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