Job Description
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively.
What does this role do?
As a Legacy Administrator you will:
1. Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports.
2. Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping.
3. Represent and protect the charity’s interests in correspondence with solicitors, other beneficiaries, and members of the public.
4. Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed.
5. Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed.
6. Support with reporting, financial administration, and the management of specific gifts, including obtaining val...