Head of Estate Management

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

• 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

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.