Legacy Administration Manager – Lead the end-to-end legacy administration process for our national charity, ensuring legacy income is maximised, accurately recorded, and received in a timely, compliant manner while honouring the wishes of legators.
Responsibilities
* Manage the full legacy administration process, from notification through to receipt of income
* Create and maintain accurate digital and physical legacy records
* Respond sensitively and promptly to all legacy related correspondence
* Review and approve estate accounts, questioning anomalies where appropriate
* Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement
* Identify, elevate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed
* Support and advise lay executors when required
* Follow up stalled or inactive cases to ensure progress
* Maintain and improve legacy administration policies, processes and compliance with relevant legislation and best practice
* Ensure all work is carried out sensitively and in line with GDPR
* Produce reports for Directors and Trustees on the legacy pipeline and contentious cases
* Work collaboratively with fundraising, finance and supporter data teams
* Provide cover for the Legacy and In Memory Manager and support legacy related communications and events
Qualifications
* Proven experience of managing legacy gifts and estate administration
* Working knowledge of wills, probate, trusts and relevant charity law
* Awareness of inheritance tax, capital gains tax and related regulations
* Experience reviewing estate accounts and identifying issues or anomalies
* Strong organisational skills with excellent attention to detail
* Ability to manage your own workload and progress cases proactively
* Excellent written and verbal communication skills, with a sensitive and empathetic approach
* Confidence assessing reputational, financial and legal risk
* Competence in MS Office (Outlook, Word, Excel) and CRM or legacy management systems
* A high level of discretion and respect for confidentiality
* Experience working within a charity
* Certificate in Charity Legacy Administration (CiCLA), Institute of Legacy Management qualification, or equivalent experience (e.g. legal, paralegal or private practice estate administration)
Location
Rochester City Airport
Contract
Permanent, hybrid working 2-3 days in the office
Closing date
Friday 23rd January at 8am
Recruitment process
CV and Supporting Statement to Dagmara.depaula@harrishill.co.uk
EEO Statement
As leading charity recruitment specialists and a certified B Corp, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
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