Estate Administrator Job ICEA Lion

Key Responsibilities

Strategy and Marketing

• Develops and implements strategies to build the company’s capacity to provide estate-planning solutions.
• Participating in the implementation and execution of strategic marketing plans in support of the corporate strategy.
• Developing Estate Planning pricing strategies in consultation with Head of ITSL, Head of Business Development and Head of Legal & Trust Services, balancing marketing objectives and customer satisfaction.
• Preparing, in liaison with the Head of legal & Trust Services, concept papers, periodic progress reports and annual reports showing organizational achievements against planned targets as well as providing justification for performance variances and areas of improvement.
• Assist in firm’s marketing activities including client pitch, public speaking and awareness training.

Product Review and Development

• Have the ability to develop and successfully roll out appropriate new products and services to boost the sustainable, profitable growth of the business line.
• Measuring product performance and liaising with Head of Business Development to implement appropriate improvements in line with consumer needs.
• Participating in the development and implementation of a structured process of product review and development.
• Regularly liaising with the business development function to develop estate planning solutions that leverage the company’s competitive edge.
• Providing insight to the product development by maintaining consummate market intelligence and periodically reviewing existing estate planning solutions to enhance their quality.

Operational

• Prepare and Review Legal Documents.
• Scrutinize legal documents before circulation to Directors.
• Review Estate instructions and ensure subsequent actions are in line with all mandate.
• Ensure compliance with all legal and regulatory requirements under Estate Planning.
• Sets up and various Estate Planning structures according to client needs.
• Attend and lead both high- and low-level client meetings and coordinates maintenance of records of decisions and transactions.
• Organize and co-ordinate meetings with clients with all relevant parties.
• Ensure all statutory, regulatory and internal reporting requirements and deadlines are met.
• Communicates with clients in person and via mail, email and telephone to commence an engagement and to keep matters moving forward on a timely basis.
• Preparing, reviewing and updating legal documents, operations & training manuals.

Occasional Duties

• Systems Development – making sure the new products are brought on to the system.
• Participating in internal ad-hoc committees.
• Involved in the automation of business functions.

Qualifications

• Land Economics Degree or Property Management experience
• Additional training/qualifications in property valuation and management an added advantage.
• Registered accountant – CPA or CS
• Strong teamwork and organization skills
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Creative problem-solving, critical thinking, negotiation, verbal and written communication skills
• Ability to make presentations to a large group of people.
• Confident and highly articulate.
• Leadership and interpersonal skills necessary to deal with a wide variety of people and professionals.

Experience

• At least five (5) years’ post qualification experience

How to Apply

Click here to apply