Harris Hill are delighted to be working with a national charity to recruit for a Legacy Administration Manager in order to manage and administer legacy gifts. This is a pivotal role, ensuring legacy income is maximised, accurately recorded and received in a timely, compliant manner, while always honouring the wishes of legators with sensitivity and care.
Working with a high level of autonomy, you will oversee the legacy administration process end to end, building strong relationships with executors, solicitors and co-beneficiaries, and working closely with internal fundraising, finance and data teams. You will also play a key role in identifying and managing risk, resolving complex cases and maintaining best practice processes.
As a Legacy Administration Manager you will:
1. Manage the full legacy administration process, from notification through to receipt of income
2. Create and maintain accurate digital and physical legacy records
3. Respond sensitively and promptly to all legacy related correspondence
4. Review and approve estate accounts, questioning anomalies where appropriate
5. Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement
6. Identify, escalate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed
7. Support and advise lay execu...