Estates Manager
3 weeks ago
- 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.
- 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.
- 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.
- 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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