Head of Estate Management at Discovery Limited

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

• Set up the Estate Management team and function
• Create operating model and SOP for the team’s functions
• Specify system requirements for the estate administration system
• Engage with panel of administrators and consolidate weekly reports on the status updates of deceased estates and testamentary trusts
• Engage and regular communicate with heirs, brokers involved in a deceased estate 
• Perform any necessary estate/trust administration task that may be required whilst the team scales
• Lead the Estate Management team once scaled

Job / Role Requirements

Work Experience

Required

• 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.

Preferred (would be advantageous)

• Experience in forming and developing teams from the ground up

Education / Qualifications / Accreditations with Professional Body

Education / Qualifications Required

• Admitted attorney or CFP with legal qualifications
• Legal degree combined with high level experience

Professional Registration

• Admitted attorney/Law society (Commissioner of Oaths, either an admitted attorney or CFP with legal qualifications)
• FISA or FPI