Head of Fiduciary Operations

1 week 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)


  • Fiduciary Assistant

    2 weeks ago


    Johannesburg, South Africa The Hiring House Full time

    KEY RELATIONS Our clients and leads Wealth Advisors and Assistants Fiduciary Specialists and Assistants Managing Director, Fiduciary QUALIFICATION AND EXPERIENCE Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field. The knowledge and experience to attain a FISA certification of Trust...


  • Johannesburg, South Africa LRI Invest Full time

    Description Fiduciary - Assistant Vice President Role Location: Johannesburg, South Africa Department: Fiduciary/Private Wealth Employment Type: Permanent, Full Time The Role & Key Responsibilities: As an Assistant Manager in the Fiduciary Team, you will be responsible for ensuring the efficiency of the section is maintained and is in line with the...


  • Johannesburg, South Africa MMC Corporate Full time

    **Fiduciary Team Leader** **What can you expect**: As part of the Fiduciary Finance hub, this role is within the Receipting function. It is an energetic team within MMC Controllership team which is part of the wider finance head office function. This role will provide accounting services to more than 8 countries within the IMEA region. **What you will be...


  • Johannesburg, South Africa The Hiring House Full time

    A leading fiduciary services provider in Johannesburg is seeking an experienced administrator with over 8 years in the field. The role requires expertise in managing trust administration processes, compliance with fiduciary regulations, and strong client management abilities. The ideal candidate must have Matric and relevant experience, with preference for...


  • Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - To perform the detailed oversight of the administration and conduct of the collective investment scheme (management company) thereby ensuring safekeeping of the unit holders (investor), referred to as the portfolio assets and in compliance with the act, deed and subordinate...


  • Johannesburg, South Africa FirstRand Full time

    Job Description RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart. Now, is the time to imagine your next move...

  • Head, Wills

    3 weeks ago


    Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, 33 Baker Street To promote Standard Trust Limited fiduciary offerings, design, develop and drive holistic sales campaigns aimed at improving client acquisition, entrenchment, experience and retention of Personal Private Banking SA portfolios. To co‑ordinate client...

  • Financial Manager

    15 hours ago


    Johannesburg, South Africa FNB Fiduciary (Pty) Ltd Full time

    Description The successful candidate will be looking after the financial reporting function of FNB Fiduciary (Philanthropy) portfolio. Which includes financial reporting and oversight of Philanthropic Non-profit organisations. Review and prepare annual financial statements to ensure accuracy, completeness, and compliance with applicable accounting standards...

  • Head, Wills

    6 days ago


    Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, 33 Baker Street To promote Standard Trust Limited fiduciary offerings, design, develop and drive holistic sales campaigns aimed at improving client acquisition, entrenchment, experience and retention of Personal Private Banking SA portfolios. To co-ordinate client acquisition,...

  • Head, Wills

    7 days ago


    Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, 33 Baker Street To promote Standard Trust Limited fiduciary offerings, design, develop and drive holistic sales campaigns aimed at improving client acquisition, entrenchment, experience and retention of Personal Private Banking SA portfolios. To co-ordinate client acquisition,...