Head of Fiduciary Operations

7 months ago

Johannesburg, South Africa Estate Concierge Services Full time

**About Estate Concierge Services**:
ECS is an innovative start up, people-focused business that provides an array of services designed to make the processes surrounding the death of a loved one as painless as possible; and enables financial services providers to differentiate themselves in a commoditized market.

Our founders have a combined 50 years experience in the Financial Services industry, having run and developed insurance businesses across South Africa.

ECS helps families navigate difficult times when a loved one passes away, assisting with everything from insurance claims to the final winding up of estates.

**The Role**:

- Building and delivering the operating model for fiduciary operations at ECS, including team, processes and environment design
- Performance management of full time employees including facilitation of annual performance review, bonus and goal/objective setting
- Work with Business leaders to firstly define and secondly drive improvements to Process resulting in improved KPI’s with a focus on client service
- Accountability for management of core Fiduciary KPIs - Time to Invoice (TTI) and Days Receivables Outstanding (DRO)
- Responsibility and oversight of Credit Control and Invoicing activities within the fiduciary team
- Build and operate the financial and internal controls with the respective teams within ECS
- Driving best practice, focused on both Client & Business outcomes
- Analyse and deliver focused management information to stakeholders when required
- Assist in the design and development of the existing technology platform and explore new solutions

**What’s in it for you?**
- Market related Salary (depending on skills and experience)
- Annual performance bonus

**Requirements**:

- **Imperitive Requirements**:_
- **Grade 12**
- **SA Citizen**
- **Legal qualification or certification in deceased estates**
- **5 -10 years’ experience in managing the DEA environment**

**Other Requirements**:

- Good understanding of operational excellence with the ability to coach colleagues to implement strategies and manage change
- Experience of leading a large scale fiduciary or customer accounts operation, with a good understanding of the work
- Be prepared to build a world class Fiduciary/DEA team from start-up phase
- Experience working in a Regulated environment
- Ability to build and manage strong relationships with internal stakeholders throughout all levels and functions of the organization
- Strong leader with effective communication and influencing skills
- Strong analytical skills
- Quantitative, fact-based approach to decision making
- Demonstrated financial acumen and commercial mindset
- Excellent verbal and written communication skills

**What makes you stand out**:

- Team player, evidence of working collaboratively
- Proven track record in building a team and function from a zero base
- Evidence of being somebody who can innovate and drive ongoing improvements to the operation
- Good working knowledge and/or an accounting qualification would be an asset

**Salary**: R50,000.00 - R80,000.00 per month

Application Question(s):

- Do you have a legal qualification or certificate in Deceased Estates Administration?

**Experience**:

- DEA Management: 5 years (required)

Ability to Commute:

- Johannesburg, Gauteng (required)

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