Financial Management & Business Development:

• Lead Generation & Market Intelligence:
  • Retain 80% of the firm’s 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 department’s 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.

Estates Manager position available in Western Cape, Western Cape. This job position was posted by Staff Solutions. The job has been posted as a char8000 ad on 2025-02-27 at 01:09:19 in the Legal category

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