<img id="photoDetail" src="https://www.discovery.co.za/gallery/template-resources/banners/general/smartpeople-recruit.jpg" style="width:1250.0px;height:301.0px"> About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society. About Discovery Wills and Trust Services Discovery Will and Trust Services (DWTS) is an ever growing fast-paced and dynamic environment that provides wills, trust and related estate administration services to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships. About the DWTS Estate and Trust Administration Division Estate and Trust Administration Division centralise and professionalise the administration of deceased estates and testamentary trusts. The division addresses the complexity, regulatory intensity, and emotional sensitivity inherent in fiduciary administration by introducing specialist expertise, robust governance, and scalable operating models. By reducing legal, compliance, and reputational risk, enhancing client experience, and enabling sustainable revenue growth, the division will position the organisation as a trusted end‑to‑end fiduciary partner. Role Description This role will be pivotal in setting up the Estate administration division, establishing its process, system and operating model as well as managing and coordinating the relationship between Discovery, the client, and the panel administrators. The role will engage with the panel of administrators to monitor estate progress, gather status updates, and ensure timely and accurate reporting. They will provide structured feedback to heirs and relevant stakeholders through ensuring transparency and consistent communication. The role requires strong estate administration expertise to effectively assess, report on, and monitor the performance and efficiency of panel administrators. In addition, the individual should possess the technical capability to directly administer estates, enabling Discovery to pilot and potentially establish an internal estate administration function. The role also requires strong emotional intelligence to deal with and support grieving heirs Key Outputs / Job Responsibilities <ul style="margin-top:0.0cm;margin-bottom:0.0cm"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Set up the Estate Management team and function</li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Create operating model and SOP for the team’s functions</li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Specify system requirements for the estate administration system</li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Engage with panel of administrators and consolidate weekly reports on the status updates of deceased estates and testamentary trusts</li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Engage and regular communicate with heirs, brokers involved in a deceased estate </li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Perform any necessary estate/trust administration task that may be required whilst the team scales</li> <li>Lead the Estate Management team once scaled</li> </ul> Job / Role Requirements <div align="center"> <table class="MsoTableGrid" style="border-collapse:collapse;border:none" border="1" cellspacing="0" cellpadding="0"> <tbody> <tr style="height:12.5pt"> <td style="width:460.6pt;border:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt" colspan="2"> Work Experience </td> </tr> <tr style="height:24.7pt"> <td style="width:141.25pt;border:solid #003769 1.0pt;border-top:none;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Required </td> <td style="width:319.35pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> At least 5 years’ estate admin experience Pre-existing experience in leading an Estate Management team within a trust company, law firm, fiduciary services provider, or bank. </td> </tr> <tr style="height:24.7pt"> <td style="width:141.25pt;border:solid #003769 1.0pt;border-top:none;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Preferred (would be advantageous) </td> <td style="width:319.35pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Experience in forming and developing teams from the ground up </td> </tr> </tbody> </table> </div> <div align="center"> <table class="MsoTableGrid" style="border-collapse:collapse;border:none" border="1" cellspacing="0" cellpadding="0"> <tbody> <tr style="height:13.35pt"> <td style="width:460.6pt;border:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt" colspan="2"> Education / Qualifications / Accreditations with Professional Body </td> </tr> <tr style="height:24.7pt"> <td style="width:141.25pt;border:solid #003769 1.0pt;border-top:none;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Education / Qualifications Required </td> <td style="width:319.35pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> <ul style="margin-top:0.0cm;margin-bottom:12.0pt"> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Admitted attorney or CFP with legal qualifications</li> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Legal degree combined with high level experience</li> </ul> </td> </tr> <tr style="height:24.7pt"> <td style="width:141.25pt;border:solid #003769 1.0pt;border-top:none;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Professional Registration </td> <td style="width:319.35pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> <ul style="margin-top:0.0cm;margin-bottom:12.0pt"> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Admitted attorney/Law society (Commissioner of Oaths, either an admitted attorney or CFP with legal qualifications)</li> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">FISA or FPI</li> </ul> </td> </tr> </tbody> </table> </div> <div align="center"> <table class="MsoTableGrid" style="width:467.5pt;border-collapse:collapse;border:none" border="1" cellspacing="0" cellpadding="0"> <tbody> <tr style="height:12.0pt"> <td style="width:467.5pt;border:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt" colspan="3"> Technical Skills or Knowledge </td> </tr> <tr style="height:16.1pt"> <td style="width:70.4pt;border:solid #003769 1.0pt;border-top:none;padding:0.0cm 5.4pt 0.0cm 5.4pt" rowspan="2"> Required </td> <td style="width:318.95pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid windowtext 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Skills </td> <td style="width:78.15pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Level </td> </tr> <tr style="height:24.7pt"> <td style="width:318.95pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid windowtext 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> <ul style="margin-top:0.0cm;margin-bottom:12.0pt"> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Extensive knowledge on deceased estate & trust administration, with a proven track record in the administration of estates.</li> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Strong client relationship management capabilities are essential, supported by a high level of emotional intelligence to effectively manage sensitive matters, complex family dynamics, and high-net-worth clients.</li> <li style="margin:0.0cm 0.0cm 12.0pt 0.0px;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif">Strong complaint resolution skills, the ability to manage escalations professionally, and maintain effective and consistent reporting standards.</li> </ul> </td> <td style="width:78.15pt;border-top:none;border-left:none;border-bottom:solid #003769 1.0pt;border-right:solid #003769 1.0pt;padding:0.0cm 5.4pt 0.0cm 5.4pt"> Advanced </td> </tr> </tbody> </table> </div> EMPLOYMENT EQUITY The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Head of Estate Management (Sandton - 1 Discovery Place, GP, ZA, 2196) @ Discovery

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