Estates Manager

2 weeks ago

Johannesburg, Gauteng, South Africa Nedbank Full time

Job Classification

  • Job Family
  • Sales And Services


 Career Stream
  • Fiduciary


 Leadership Pipeline
  • Manage Others
  • FAIS Affected
    People Specification
  • Whilst the Role of Outsource Estates manager is a management role, it differs from the Industry understanding of an internal staff management of estates as follows:
  • There are 2 support staff engaged with the Outsourcing of estate matters.
  • The direct engagement is with External Attorney and Trust companies to whom significant volumes of estates have been outsourced, nationally.
  • The need, in addition to the normal estates manager role as Industry defines will be:
  • Identify and balance the numbers of all outsourced matters to or internal systems and ensure recorded on estate systems.
  • Be involved in the ongoing reports development around Outsourced matter on
  • Work to SLA and be drive changes to the SLA to guide the Client and Outsource party Value proposition.
  • Build on the Financial models and define the revenue fee flows between parties including the Invoicing and Budgeting process.
  • Be accountable for financial revenue and cost targets as derived. Included in this is the ongoing review of the existing pricing models, in association with the Head of Legal.
  • Actively manage, the relationship as well as cases of estates as needed. This required an indepth knowledge of estate administration.
  • Take personal accountability and ensure resolution of complaints in the Outsource space and build solutions to prevent similar occurrences in the future, in conjunction with the Outsource partner.
  • The position is preferably Gauteng (Nedbank Rivonia Road Campus) based.

Job Purpose

  • To manage, organise, control and plan the activities of the Estates Department

Responsibilities:

  • Build and maintain relationships across intermediaries to source agency estates.
  • Contact heirs of estates to determine need and offer wills facility.
  • Meet transformation targets during staff recruitment, retention and training and use preferred suppliers.
  • Analyse deviations from divisional EE and transformation plans and ensure recommended corrective action is appropriate and implemented.
  • Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
  • Develop and implement action plans to address issues raised in culture surveys.
  • Create a client service culture.
  • Support implementation of business optimisation improvement.
  • Encourage team to generate innovative ideas and share knowledge.
  • Manage, monitor and address deadwood in the team.
  • Monitor estates to ensure they are closed within the target period.
  • Monitor action targets for estates to ensure agreed actions are completed.
  • Manage, track and monitor complaints and address service delivery issues.
  • Manage, track and monitor overdue liquidation and distribution accounts.
  • Implement performance agreements, ensure a clear vision, agree on goals and objectives, provide regular feedback on performance, recognise and reward achievement and take appropriate corrective action where required.
  • Create an environment of teamwork and encourage participation in decisionmaking processes.
  • Stay abreast in field of expertise and deliver on stakeholder expectations by identifying current and future training and development needs.
  • Follow the recruitment process when recruiting talent.
  • Conduct career conversations, use talent grid principles and develop talent retention programmes.
- nderstand and embrace the Nedbank vision and values, leading by example.

  • Manage new employee onboarding process per the onboarding checklist.
  • Prepare an annual action plan in support of the rollout budget.
  • Prepare and execute a marketing plan in support of the business strategy.
  • Measure delivery and performance against the annual budget and act where necessary.
  • Track and monitor team delivery against targets.
  • Implement plans and projections in order to achieve budget.
  • Closely monitor and address shortcomings with individuals.
  • Monitor and manage office errors to keep them within an acceptable level.
  • Track and monitor internal audit findings and ensure appropriate action is taken.
  • Implement governance and compliance standards and adhere to best practice.
  • Manage team risk through completion of team stats, monitoring work in progress, addressing exceptions monthly and sharing monthly stats.


 Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees


 Preferred Qualification
  • Certificate in Financial Planning (CFP).
  • Essential Certifications
  • Preferred Certifications
  • Association of Trust Companies.
  • Minimum Experience Level 510 years experience in a similar role
    Technical / Professional Knowledge
  • Business terms and definitions
  • Change management
  • Client service management
  • Financial Accounting Principles
  • Principles of project management
  • Relevant regulato

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