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To apply, click on the link at the end of the posts and all the best with your applications
Broker Consultant
As a Fiduciary Business Consultant, you are responsible for building and maintaining the relationship between Capital Legacy and Intermediaries/Financial Planners. Your knowledge of our solution to the real cost of dying will be paramount in your establishment as a valued business partner. As a Fiduciary Business consultant, you are always professionally dressed, are punctual, and are able to communicate proficiently on all levels.
Primary responsibilities:
- Create valuable business partnerships to enhance the business
- Prospecting, negotiating & closing skills
- Assist with the onboarding process and relationship management
- Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel
- Successfully market the product and deliver relevant training providing strong leadership and direction
- Identify opportunities for campaigns Identify potential clients
- Train and upskill yourself and your panel on deceased estates
- Know how to identify a correctly drafted will and the associated real cost of dying
- Assist in the knowledge extension on the benefits of our indemnification.
- Uphold Capital Legacy values and virtues, at all times
- Ability to provide feedback to manager in the form of reports
- Technical training of and ongoing product support to financial advisors
- Dealing with queries and providing information on a range of sales and service issues
Education and experience requirements:
- Matric
- Tertiary qualification
- Must have a minimum of 1 year’s experience
- Own vehicle and a valid driver’s license are required for this position
What we look for in our ideal candidate:
Key skills:
- Excellent administration skills
- Ability to provide feedback to manager in the form of reports
- Presenting and communicating information
- Excellent relationship-building skills
- Ability to manage projects and arrange events for your events
- Superior listening, verbal, and written communication skills
- Relating and networking
Personal attributes:
- Ability to handle stressful situations appropriately
- Works well independently and in a team.
- Ability to prioritise
- Attention to detail and an extremely organized nature
- Target driven
- Persuading and Influencing
- Strong entrepreneurial skills
What we offer
When you join Capital Legacy Fiduciary Services (Pty) Ltd, you can expect to enjoy a competitive salary and a Core Staff Benefits package. We’d like to make sure that you and your family remain protected against the costs of passing away. This means that you are covered for the following:
- Underwriting – All Core Staff Benefits are free of underwriting, up to the indicated free cover limits.
- Income Replacement Benefit – 0 to 3 months – This benefit pays out 75% of the average monthly salary, for three months, in case of injury or disability.
- Legacy Protection Plan™ – The Legacy Protection Plan™ accompanies your will and covers you against legal fees such as executor fees, testamentary trust fees, conveyance attorney fees, and other costs associated with dying, including Master’s fees, advertising costs, monthly bills, etc. As part of the Legacy Protection Plan™ you receive as a Core Staff Benefit through Capital Legacy, you would receive R700 000 in life insurance (MyCover™) which has a free cover limit of R1 500 000 (provided with the More Benefit option only). You would also have up to R500 000 in MyAbility™ Cover, with a free cover limit of R500 000.
- MyCover™ is life cover designed as an Extender Benefit of the Legacy Protection Plan™ to accompany your will and meet all your financial estate planning needs.
Booking Agent, Eksekuteurs
As a Booking Agent, Eksekuteurs, you will be the first line of contact between our company and its potential clients.
Roles and responsibilities
- Outbound calling to over 200 clients per day
- Scheduling appointments in accordance to assigned allocation requirements daily
- Maintain turnaround time of less than 10 minutes
- Responding to and answering emails and incoming calls
- Completing all daily calls
- Meeting daily bookings targets
- General administrative duties
- Hot and cold calling
- Educating clients on company and appointment expectations
- Provide product and service information to clients
- Complete call logs and reports
What we look for in our ideal candidate
Education and experience requirements
- Matric
- Previous similar experience advantageous
- Proficiency in Afrikaans required; fluency in additional languages will be considered an asset
Key skills
- Teamwork
- Proficient in Microsoft Office
- Customer service orientated
- Good telephonic manner
- Knowledge of client service practices and principles.
- Excellent data entry and typing skills
Personal abilities
- Attention to detail and an extremely organised nature
- Speak clearly and confidently, be articulate
- Administration skills
- Hard working
- Team player
- Remain attentive in an often-busy environment
- Ability to multitask
Remuneration
Program Manager
We are looking for a Program Manager to be responsible for organising projects and activities for our organisation. You will be tasked with developing programs to support the organization’s strategic direction, as well as creating and managing long term goals. You will also oversee developing budgets and operating plans for programs and writing program funding proposals. To be successful in this role, you will need to have prior experience in both program management and project management. The ideal incumbent would also come from a Finance / Insurance background.
Roles and responsibilities
- Organizing programs and activities in accordance with the mission and goals of the organization.
- Developing new programs to support the strategic direction of the organization.
- Creating and managing long-term goals.
- Developing a budget and operating plan for the program.
- Developing an evaluation method to assess program strengths and identify areas for improvement.
- Writing program funding proposals to guarantee uninterrupted delivery of services.
- Managing a team with a diverse array of talents and responsibilities.
- Ensuring goals are met in areas including customer satisfaction, safety, quality, and team member performance.
- Implementing and managing changes and interventions to ensure project goals are achieved.
- Meeting with stakeholders to make communication easy and transparent regarding project issues and decisions on services.
- Producing accurate and timely reporting of program status throughout its life cycle.
- Analyzing program risks.
- Working on strategy with the marketing team
What we look for in our ideal candidate
Education and experience requirements
- Minimum matric
- Bachelor’s degree in commerce, IT, or equivalent
- 5-8 years of Project Management experience
- Knowledge of Project Management Legislation, Cost Management, Contract and Service Management Relevant
- Project/Programme Management Certification
- Agile/SAFe qualifications
- Essential knowledge and skills in Agile, Jira, Confluence, and Scrum
Technical Proficiency
- Program Management
- Project Manager experience beneficial
- Stakeholder Engagement
- Agile
- Jira
- Confluence
- Scrum
Key skills and Competencies
- Ability to multitask
- Excellent verbal and written communication
- Strong interpersonal and client service skills
- Detail-oriented and highly organized
- Proactive, with strong follow-up and time management abilities
- Ability to take initiative
Personal abilities
- Excellent listening and communication skills
- Attention to detail and extremely organised nature
- Confident and resilient
- Integrity and dependability
- Empathetic, friendly, professional and accountable
- Speak clearly and confidently
- Proactive thinker
Remuneration
Junior Conveyancing Secretary/Paralegal
About RVC Inc Deceased estate transfers Team
The deceased estate conveyancing transfer Team at RVC Inc attend to transfers of immovable property from deceased estates to third parties, whether in terms of testate or intestate succession or to by way of sale out of a respective deceased estate. The transfer usually also involves various other applications including but not only divorce transfers that have not taken place prior to death.
Job Description:
The role of the deceased estate conveyancing secretary is to attend to the necessary transfer according to the respective scenario at hand. The team deals with predominantly with Estate Practitioners attending to the administration of the deceased estate but also with third party purchasers and various estate agents across the country. Although the secretary will not be in direct communication with the estate clients, they might have to communicate with clients who are dealing with the loss of a loved one, the successful person needs to balance the sensitivity of clients with the needs of the business. The ideal person must be client centric, organized and play an integral part in the team.
Key Duties and Responsibilities:
- To assess the estate transfer instruction
- To liaise with the estate practitioner, purchaser, estate agent in order to acquire all relevant information and documents necessary to attend to the instruction
- To attend to the necessary drafting of the various transfer documents
- To request payment and attend to finances on a transfer instruction from start to finish
- To liaise with various other attorneys that may be involved in a transactions, bond cancellation and/or bond attorneys
- To receive incoming calls as the first point of contact and be able to communicate efficiently and professionally both orally and in writing
- To respond to queries from internal and external queries
- Be proactive by following up on outstanding information and/or documents and payment of various necessary monies
Qualifications, Technical Knowledge, Experience:
- Minimum of 3 years’ experience in the conveyancing field, especially transfers
- Minimum of 1 years’ of deceased estate transfers
- Industry Relevant qualification(s)
- Lexis Convey
- Ghost practice
Behavioural Competencies and Soft Skills:
- Attention to detail and an extremely organized nature
- Be able to prioritize and diarize exceptionally well
- Ability to interact with a range of different stakeholders and to provide excellent service
- Eager to learn new skills and also to grow in the role
- Team orientated to work within the existing deceased estate transfer team but also self-driven to work independently
Signing Clerk
About RVC Inc
Driven by Experience and Dedicated to Excellence Chausse Inc, t/a RVC Inc, is a conveyancing firm that specialises in deceased estate conveyancing. We serve as the exclusive conveyancers for major fiduciary and insurance corporates. The transfer team at RVC Inc attends to transfers of immovable property from deceased estates to third parties, whether in terms of testate or intestate succession or by way of sale out of a respective deceased estate.
What is our vision:
Conveyancers with purpose, taking the complexity out of conveyancing by investing our
skills, time and energy to make a difference
Our values
Pursue Excellence / Work Hard / Be Accountable / Have Empathy / Continuously Grow / Pay Right
Job Description:
As a SC you will be one of the first lines of contact between our Firm and the client. In many cases you will be the only person to work in person with or be in direct contact with the client. As such you will be responsible for the client experience and be an ambassador for the firm. You will be responsible for liaising with the conveyancing secretary and with the client in order to complete a vital step in the Transfer, arranging, conducting and finalizing the signing of the transfer documents and further liaising with the clients depending on the requirements of the transaction.
Primary responsibility:
- Able to communicate efficiently and professionally both orally and in writing
- Contacting the clients telephonically and via email
- Scheduling appointments for clients to sign transfer documents nationally
- Responding to and answering emails and incoming calls
- Explaining various signing instructions to clients
- Explaining transfer documents to the client
- Educating clients on various processes
- Seeing the clients to sign transfer documents
- Assisting Conveyancers and other team members with a broad scope of administrative as well as legal matters duties
- Be proactive by following up on outstanding matters
Qualifications, Technical Knowledge, Experience:
✓ Minimum of 2 years’ experience in the conveyancing field, especially transfers.
✓ Industry Relevant qualification(s)
✓ Lexis Convey experience
Behavioural Competencies and Soft Skills:
✓ Client centricity
✓ Attention to detail and an extremely organized nature
✓ Be able to prioritize and diarize exceptionally well
✓ Ability to interact with clients as well as range of different stakeholders and to provide excellent service
✓ Have Empathy
✓ Eager to learn new skills and also to grow in the role
✓ Team orientated to work within the existing team but also self-driven to work independently
Remuneration: To be discussed
Business Analyst
As a Business Analyst you will be the critical link between business stakeholders and the technical team, playing a pivotal role in understanding and translating business needs into actionable solutions. You will conduct thorough analysis of business processes, gather and document requirements, and collaborate closely with internal stakeholders to ensure a clear understanding of objectives. With a focus on continuous improvement, problem-solving, and stakeholder management, you will be instrumental in driving successful projects and enhancing overall business efficiency.
Roles and responsibilities
Use data-modelling techniques to identify ways in which our organisation can operate more effectively.
- Communicate with internal stakeholders to find out what they hope to achieve.
- Formulate ways in which the company can improve, based on previous research.
- Persuade internal and external stakeholders of the benefits of new technology or strategies.
- Oversee the implementation of new technology and systems.
- Run workshops and training sessions.
- Explore how the organisation is currently operating via research, which could include interviewing employees and collecting quantitative data.
- Working with graphs and charts.
- Explore different solutions, their risks, benefits and impact.
- Propose solutions to internal stakeholders and keep them updated on the progress.
- Create documents to outline the proposed changes and the steps involved.
- Ensure that the necessary changes are made – for example, by overseeing the implementation of new technology or a new approach.
- Run workshops and training sessions to support those affected by new systems and processes.
What we look for in our ideal candidate
Education and experience requirements
- Matric mandatory
- Degree in a business, computing, economics, or numeracy-related subjects would be advantageous
- Project management experience would be beneficial.
- Development experience would be beneficial
- PHP, SQL
Key skills and Competencies
- Ability to multitask
- Excellent verbal and written communication
- Strong interpersonal and client service skills
- Detail-oriented and highly organized
- Proactive, with strong follow-up and time management abilities
- Ability to take initiative
Personal abilities
- Excellent listening and communication skills
- Attention to detail and extremely organised nature
- Confident and resilient
- Integrity and dependability
- Empathetic, friendly, professional and accountable
- Speak clearly and confidently
- Proactive thinker
Remuneration
Graphic Designer
The graphic designer will be working closely with managers, other designers and members in the marketing team, servicing various business units within the Capital Legacy Group. The work environment is busy with high creative expectations requiring critical thinking and problem-solving abilities with great time-management and collaboration skills, exceptional attention to detail and in-depth understanding of design principles. Based in Bryanston full-time, on-site.
Key skills
- Graphic Design
- Layout (critically important)
- Image manipulation
- DTP: traditional (preparing artwork for print and production)
- DTP: digital (optimising artwork for various digital and online platforms)
- Multimedia/UI design is a bonus, but not at the expense of demonstrable traditional design and layout skills
Outputs and responsibilities
- Forms
- Reports
- Guides § Presentations
- Brochures
- Social Media creative
- Emails (including implementation on platforms such as Mailchimp or Everlytic)
- Sales and training material
- Events collateral
- Branding and signage
- Logo design
- Digital illustration when required
- Constant improvement on deliverables within brand guidelines
- Review and quality control of own work
- Liaising with printers and other service providers
Attributes and abilities
- Multi-tasker with good time management and the ability to prioritise tasks
- Team player willing to pitch in on all aspects of design requirements
- Ability to perform well under pressure
- Excellent command of English, both written and spoken
- Critical thinker and problem-solver
- Good listening and communication skills
- Attention to detail
Core software proficiencies
- Adobe Creative Cloud
- InDesign
- Photoshop
- Illustrator
- Microsoft PowerPoint
Bonus proficiencies
- Mailchimp / Everlytic
- After Effects
- Premiere Pro
- Figma
- XD
Education and experience requirements
- Matric
- Design qualification, preferably a BA or BTech in graphic design, multimedia or related.
- 5+ years’ marketing department (preferably corporate environment) or creative agency experience
Portfolio
- Strong portfolio required, showcasing implemented work and projects, rather than conceptual ideas.
Remuneration is market related
We wish you all the best with your applications
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