Legacy Administration Officer

Legacy Administration Officer

  • Location


  • Sector:

    Operations, Admin & Support

  • Job type:


  • Salary:

    £30,315 per year

  • Contact :

    Shweta Prabhakar

  • Contact email:


  • Contact phone:

    020 7820 7320

  • Job ref:


  • Published:

    over 2 years ago

  • Duration:


  • Closing date:


  • Posted:


  • Consultant:


An Animal charity based in London are looking for a Legacy Administration officer. The successful candidate will assist with the effective administration of legacies in which the charity is a beneficiary, To maximise the benefit of any residuary or reversionary legacies as appropriate. The role will actively support the Legacy Manager & Senior Legacy Officer with the promotion of legacy awareness and good relations internally and with solicitors externally. Please see the role is a FTC contract for 12 months.

Key responsibilities
Administer a caseload of residuary and pecuniary cases, referring to the Senior Legacy Officer (administration) where appropriate.
Liaising with other charities and legal, financial and property professionals where necessary
Proactively action regular correspondence with executors and bereaved families via email.
Maintain legacy data information on First Class and Care CRM.
Assist with the production of monthly, quarterly and annual reports.
Maintain an effective review system for all legacy files, identifying successes and areas for improvements.
Develop good working relations with internal and external contact in order to obtain the information necessary for completion of post holder's tasks and responsibilities.

Person specification
Member of ILM or equivalent body and committed to Continuous Professional Development (CPD)
Demonstrable experience of probate work in relation to charities,charity legacy administration or equivalent
Experience of providing high quality administrative support and excellent supporter care both verbally and in writing.
Up-to-date knowledge of charity and tax law where it relates to probate and fundraising issues.
Experience of creating and maintaining excellent working relationships with a diverse range of stakeholders.
High levels of accuracy and attention to detail. Highly numerate and confident in the analysis and maintenance of data