Estate Administrator (Sanlam Trust)

Application Deadline:
October 2, 2023
Employment Type:
Full time
Positions open:

Locations: Bryanston, Faerie Glen

Core Tasks

Independent administration of deceased estates, including the following responsibilities:  

  1. Report estates to relevant parties.
  2. Gather and evaluate information in order to prepare a Liquidation and Distribution account.
  3. Draft Liquidation and Distribution Account, cash statements.
  4. Transfer / realise assets such as shares, unit trusts and fixed property.
  5. Assist stakeholders and intermediaries during the process.
  6. Negotiate solutions with interested parties
  7. Knowledgeable re Income Tax. CGT, Estate Duty, VAT.
  8. Interpretation of wills.
  9. Liaise with wills, estate and trust clients.
  10. Manage own workflow as well as that of the Estate Administration Assistant.



• Grade 12

• Estate & Trust Diploma or Legal Degree will be a strong recommendation


  • At least 5 years estate administration experience, including administration of more complex estates


• Knowledge of relevant acts linked to estate administration

• Knowledge of drafting of wills


  • Communicates effectively
  • Financial acumen
  • Decision quality
  • Manages complexity
  • Cultivates innovation
  • Order and accuracy
  • Plans and aligns
  • Independence
  • Drives results
  • Customer focus
  • Collaborates
  • Being resilient
  • Computer skills

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