Title: Legacy Administrator
Salary: £30,000 - £34,000
Location: UK Hybrid - 2 to 3 days in the Haywards Heath Office
Contract: Permanent
Hours: This is a full-time role with some flexibility around hours worked and some
home working
Responsibilities
The Legacy Administrator will support the smooth running of the Legacy Team, key responsibilities include:
* Processing incoming legacy post daily, scanning and uploading documents to the First-Class database. (Post is received in a variety of ways).
* Monitoring the legacy inbox, responding to calls and emails, and managing electronic filing.
* Processing all legacy income, liaising with the Database Team to ensure correct allocation and maintaining the legacy pipeline.
* Managing a personal caseload of pecuniary legacies in the UK and Ireland, liaising with executors and solicitors (training provided).
* Issuing formal receipts for income received.
* Building strong relationships with co-beneficiary charities and, with support, liaising with external professionals to minimise costs and maximise opportunities.
* Maintaining and updating the legacy database with new notifications and relevant information.
* Supporting team operations, including preparing agendas for weekly meetings and covering colleagues during annual leave.
The main responsibilities are not meant to be an exhaustive list of tasks. The need for flexibility is required and the job holder is expected to carry out any other related duties that are within the employee’s skills and abilities whenever reasonably instructed. Please read the job description for further information.
Job Holder Requirements
Essential
* Proven experience in general office administration, ideally within a fundraising or finance environment.
* Familiarity with and ability to work within General Data Protection Regulation (GDPR) requirements.
* Working knowledge of database systems and experience using them effectively.
* Demonstrable telephone customer service experience.
* Strong understanding of confidentiality, empathy, and diplomacy.
* Excellent communication skills, both written and verbal, with the ability to remain calm and professional under pressure.
* Proficiency in Microsoft Office applications (Word, Excel, Outlook).
* High level of attention to detail and accuracy.
* Strong time management skills and ability to prioritise tasks effectively.
* Ability to work cooperatively and flexibly within a team.
* Commitment to equality of opportunity for disabled people.
Desirable
* Previous experience in a legacy administration or charity environment.
* Knowledge of fundraising processes and practices.
* Advanced database management skills.
* Ability to adopt a sensitive and empathetic approach when dealing with solicitors, supporters, and family members.
Next Steps
To apply for this exciting opportunity, please complete an application via our recruitment portal. We are particularly interested in learning of your motivations for applying. Please note that there will be an expectation that you can work from our modern and collaborative offices in Haywards Heath, West Sussex (RH16 3BW) two to three days per week.
We anticipate that remote interviews will take place via Microsoft Teams, and part of the evaluation process may include a task to be completed by shortlisted candidates.
Closing date: 7 December 2025
As an equal opportunity employer, we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people with a disability are particularly encouraged to apply.
Sightsavers is an employer that does not tolerate any form of harassment and has zero tolerance for sexual exploitation and abuse. All potential candidates will be subjected to rigorous background checks and controls.