The Talent Set are delighted to be working with a fantastic animal charity to find their legacy officer. This role can be offered full time or part time (min 0.6 FTE).
The charity offers a flexible working environment, with hybrid working 2 days per week from their office in Surrey.
With the charities expanding global reach and the increasing importance of legacy donations, this role will support broader growth objectives, including the development of a robust international legacy administration function. The Legacy Officer will play a key role in maximising the potential of legacy receipts, enabling more accurate forecasting and improving proactive management of estate reviews. The postholder could also support the implementation of the global legacy marketing programme (if working more than 0.6 FTE).
Key Responsibilities:
Assist in the administration of UK and international legacy gifts, ensuring tasks are completed accurately and on time, from notification to final distribution.
Maintain and update legacy data in CRM systems, ensuring accuracy and completeness of records for reporting and analysis.
Assist in forecasting legacy income by analysing historical data and trends to contribute to financial planning and strategy.
Assist in coordinating with the Legacy Marketing Manager and other departments to align legacy administration with fundraising goals.
If more working more than 0.6 FTE you will also:
Assist the Legacy Marketing Manager with the planning, briefing and delivery of campaign activity, including post-campaign analysis and review.
Work alongside the Supporter Engagement Team to ensure legacy enquiries are followed up and legacy pledgers are appropriately thanked and stewarded.
Person Specification:
Experience in UK legacy administration,
Strong analytical and forecasting skills, with attention to detail in reporting and financial management.
High level of literacy and communication skills, both written and oral.
Experience of using a CRM.
Ability to work effectively within a global organisation, understanding cross-cultural dynamics and regional legal frameworks.
Fluent in written and spoken English, with strong skills in writing and delivering compelling cases for support.
Strong organisational and time-management skills, able to manage multiple priorities under tight deadlines.
Demonstrated ability to build strong relationships with internal and external stakeholders.
To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.
We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.