£28489 per annum
8 months ago
Our client, a leading animal welfare charity, are looking for an experienced Legacy Administration Officer to actively support the Senior Legacy Officer and the Legacy Manager. You will assist with the effective administration of legacies in order to optimise the benefit from each estate in which the charity is a beneficiary. You will actively promote legacy awareness and good relations with potential and confirmed legacy pledgers and solicitors.
Main responsibilities for the Legacy Administration Officer:
Administer a caseload of pecuniary legacies and assist the Senior Legacy Officer with the administration of residuary, reversionary and contested legacies, including liaising with other charities where necessary
Proactively action regular correspondence with pledgers/grieving loved ones/executors/solicitors via email and letter. Process cheques and legacy-related payments in an effective and timely manner and assisting with the thanking process
Maintain all legacy data information on CARE and First Class databases
Maintain an effective evaluation and follow-up system to review the status of legacy cases, identifying successes and areas for improvements
Maintain an up-to-date knowledge of probate law, tax and legacy administration issues and share with colleagues as appropriate
Create good working relationships with internal and external contacts in order to obtain the information necessary for completion of the post holder's tasks and responsibilities
To ensure that the Book of Remembrance is maintained and kept securely at all times. Liaise with family members and lay executors to ensure accurate wording is recorded and photographs of messages are provided if requested.
Essential criteria for the Legacy Administration Officer:
Educated to GCSE level
Experience of legacy administration
Strong written skills
Excellent interpersonal skills
Strong admin and database skills
To apply for this Legacy Administration Officer role, please email your CV to our Specialist Support Team quoting the reference number 62168CH. All applicants must be eligible to work in the UK.