Estates Manager

2 months ago


Cape Town, South Africa Staff Solutions Recruitment Full time
Financial Management & Business Development:
  • Lead Generation & Market Intelligence:
    • Retain 80% of the firms existing client base annually, ensuring long-term client relationships.
    • Grow the client database by adding at least one new source/agent per month, generating new leads and business opportunities.
    • Achieve a monthly business development target of R500,000.
    • Ensure 100% accuracy in all financials and data management.
    • Report any market threats or potential risks to the Directors immediately.
Contract Review & Case Management:
  • Scrutinizing New Contracts & WIP Management:
    • Review all new Estate matters within 24 hours of receipt and allocate them to the appropriate secretary.
    • Identify any problematic cases or matters that fall outside the scope, and escalate them to the Directors within 24 hours.
    • Ensure timely resolution of all issues that may impact the departments efficiency or client satisfaction.
Process & Workflow Management:
  • Team Management & Supervision:
    • Oversee the performance of team members, ensuring that all tasks are completed accurately and within the required timeframe.
    • Ensure timely and accurate weekly progress reports are provided to Agents, business sources, and clients.
  • Document Accuracy & Compliance:
    • Ensure all client documents are complete and accurate following consultations.
    • Adhere to established processes and systems to maintain high-quality standards.
    • Ensure strict adherence to Turnaround Time (TAT) for workflows, including pre-prepping, prepping, and compliance procedures.
Requirements & Skills:
  • Experience:
    • A minimum of 5 years' experience as an Estates Manager or in a similar leadership role within the legal or estates sector.
    • Strong understanding of estate management, including legal processes and client relationship management.
  • Leadership & Communication Skills:
    • Excellent organizational and leadership abilities to effectively manage the team and department operations.
    • Outstanding communication and interpersonal skills, with the ability to engage clients, agents, and internal stakeholders effectively.
  • Strategic Thinking & Business Development:
    • A strategic mindset with a keen understanding of business processes, strategy development, and market growth opportunities.
    • A strong business acumen and a drive to expand the Estates department, ensuring its success and growth.
  • Technical Knowledge:
    • In-depth knowledge of relevant systems and tools used in estate management and conveyancing.
    • A solid understanding of market research methods to support business development and decision-making.
  • Qualifications:
    • A qualified Conveyancing Attorney with the necessary legal qualifications to manage estate matters.

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