Working hours: Minimum of 35 hours per week
Interview Date: To be confirmed
Are you an Assistant Legacy Officer? Do you want to help us make a lasting difference?
We are looking for an Assistant Legacy Officer to play a vital role in ensuring every gift left in a Will reaches its full potential. Our legacy notifications and income have grown, bringing in over £60M last year. This is your chance to be at the heart of something truly meaningful, where every detail matters and every legacy counts.
Key responsibilities:
1. You will manage a diverse caseload of pecuniary and specific legacies, with the opportunity to learn residuary and trust legacies.
2. You will correspond professionally and sensitively with personal representatives, professional advisers, charity co-beneficiaries, and other stakeholders to resolve legacy cases effectively.
The successful candidate will have:
3. Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends
4. High level of numeracy skills
5. Self-motivation with prioritising, planning and project management skills
6. Experience of operating in a modern digital workplace, including using digital tools (and what is needed from the role) to work collaboratively and productively.
7. Either have or wish to work towards a recognised professional legacy qualification including Certificate in Charity Legacy Administration (CiCLA), Solicitor, or other relevant legal qualification
You will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders.
This role will be based on site at our Headquarters at Denmark Hill, working closely with the Legacy Unit. You’ll be working 35 hours per week. We are looking for you to attend the office 2 days per week. There is flexibility to work your remaining hours across the week.