Sibongile Bikani
LLB Degree
Gqeberha
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Estate Administrator
SANLAM TRUST LTD
9 2021 - 8 2024
- Responsible for making sure the achievement of monthly and overall financial targets; Contacting clients and maintaining such contact in terms of regular updates regarding the estate administration process and progress made; Ability to communicate with people at all levels; Monitoring all relevant administration systems for optimal client service experience; Dealing with client queries and complaints; Monitor performance and task completion on all work requirements; Ensuring that all vouchers obtained are accurate to enable you to draft the liquidation and distribution account; Preparing of the Liquidation and Distribution Account; Compliance with all stakeholders' requirements to ensure timeous receipt of information; Ensuring that various stakeholders are in receipt of the liquidation and distribution account; Excellent interpersonal and organisational skills; Ensuring that all proceeds due to the estate are received timeously Completion of relevant documents for the transferring of assets
- Ensure that all relevant tax certificates are obtained for the finalization of the income tax assessment; Ensuring that all assets have been transferred before the estate can be finalized; Attend to any queries from the Masters office; Ensure the full compliance of the administration process in terms of the Administration of Estates Act, current tax legislation, and any other applicable legislation as it may change from time to time; Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems; Ability to work under sustained pressure;
Estate Administrator Assistant
SANLAM TRUST LTD
01.2016 - 08.2021
- Preparing documentation in order to report the deceased estate matter to the Master of the High Court (MOHC); Follow up with the MOHC regarding the appointment letter; Reporting the matter with the South African Revenue Services (SARS) if the deceased still had outstanding tax returns; Making sure that the deceased tax is finalised as soon as possible
- Preparing a file in order for the Liquidation & Distribution Account to be drafted; Advertising in the local newspapers in terms of the Section 29 & 35 of Administration of Estates Act 66 of 1965; Requesting values on Investments & Policies; balances on bank accounts Valuation of immovable & movable property must be ascertained Redeeming or Transfer of Investments, Policies; Attending to the transfer of movable property (motor vehicle & shares); Attending to necessary payments on a daily basis Lodging of the Liquidation and Distribution Account to the MOHC & SARS Liaising with Conveyancers regarding registration of immovable property; Preparing the documents for the closure of an estate & filing
- OHSA Representative
Fiduciary Administrator
FNB FIDUCIARY (PTY) LTD
11.2013 - 01.2016
- Assisting the Estate Administrators and Trust Specialist with below matters: Reporting and registering of Trusts and Deceased Estates to the Master of the High Court; Registering the Trust and the Estate with SARS; Contacting the beneficiaries to confirm any changes in their personal details; Capturing payments Attending to the selling & transfer of Assets
Administrative Clerk / Receptionist
FNB TRUST SERVICES (PTY) LTD
05.2010 - 11.2013
- I worked as a switchboard operator as well as assisting the Wills department with administrative duties
- Receiving the Wills in the office from the Eastern Cape FNB branches; Preparing a spreadsheet of all the Wills received daily and sending through to the Custody Controller Assisting the Custody Controller with monthly work progress reports; Attending to the safekeeping of Wills Arranging and diarising appointments Booking of the meeting rooms & arranging the supplies for the meeting Sending off schedules to Head Office for rejected Wills custody payments to be reprocessed
- Making sure all payments have been processed as requested on the due dates; Arranging meetings and diarising the meetings Booking the boardroom for the meetings as well as arrange the beverages & necessities for the meeting; Providing administrative support where necessary and archiving of documents and files.
Education
LLB - Law Degree
UNISA
07.2016 - 12.2023
BTech Degree Management - Administration
Nelson Mandela Metropolitan University
Port Elizabeth 01.2009 - 04.2010
National Diploma Management - Administration
Nelson Mandela Metropolitan University
Port Elizabeth 02.2004 - 12.2009
Matric Certificate -
Khwezi Lomso Comprehensive University
01.2003 - 12.2003
Skills
Strong Communication and Interpersonal Skills
Timeline
LLB - Law Degree
UNISA
07.2016 - 12.2023
Estate Administrator Assistant
SANLAM TRUST LTD
01.2016 - 08.2021
Fiduciary Administrator
FNB FIDUCIARY (PTY) LTD
11.2013 - 01.2016
Administrative Clerk / Receptionist
FNB TRUST SERVICES (PTY) LTD
05.2010 - 11.2013
BTech Degree Management - Administration
Nelson Mandela Metropolitan University
01.2009 - 04.2010
National Diploma Management - Administration
Nelson Mandela Metropolitan University
02.2004 - 12.2009
Matric Certificate -
Khwezi Lomso Comprehensive University
01.2003 - 12.2003
Estate Administrator
SANLAM TRUST LTD
9 2021 - 8 2024
Noticeperiod
Available
References
- Mrs Mehupu Okoro, Sanlam Trust Ltd, 041 036 0981
- Ms Taryn Large, Sanlam Trust Ltd, 082 236 1287
- Mrs Shaynaaz (Shayne) Ramdhani, Sanlam Trust Ltd, 081 736 6428
- Mrs Linda Nienaber, FNB Fiduciary (PTY) Ltd, 084 449 9032
- Mrs Olga Jonker, FNB Trust Services (PTY) Ltd, 082 738 4158
Personal Information
- ID Number: 860901 1195 088
- Nationality: South African
- Driving License: C1 and Own Transport
Language
English, Xhosa
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