Hybrid Legacy Admin & Data Coordinator

The Woodland Trust; Grantham; Hybrid; GBP 23,000 - 27,000; Full time

Benefits offered by this job

Enhanced Pension

Life Assurance

Hybrid working options (7am - 7pm)

25 days annual leave + BH

Buy and sell holiday scheme

Enhanced parental pay

Employee assistance programme

Salary transparency

Job summary

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team in Grantham. You will manage legacy notifications, data entry and financial processes, helping secure income and develop your career in legacy management.

This is a hybrid role (home working with monthly head office attendance in Grantham, Lincolnshire). You may travel to other offices and remote locations as needed.

Qualifications

• Proficiency in Microsoft Office applications, particularly Word, Outlook, Teams and SharePoint.
• Strong written and verbal communication skills, with the ability to engage a wide range of audiences.
• Excellent attention to detail, with experience in data entry and record keeping.
• The ability to prioritise tasks, manage time effectively and meet deadlines to a high standard.
• Strong teamwork skills and the ability to build effective relationships with internal stakeholders across departments.
• A collaborative approach to working with colleagues to achieve shared objectives efficiently.
• Some knowledge of the charity sector and/or wills and probate, or a willingness to learn through training - ongoing role specific training will be offered as part of the role depending on experience and career aspirations.

Responsibilities

• Process incoming legacy notifications and manage related correspondence, including post and emails.
• Open new legacy files, accurately maintain database records, and ensure files are regularly reviewed and progressed.
• Assist with legacy banking, cash records, income reporting, and the preparation of financial reports.
• Manage a small caseload of pecuniary legacies under supervision, monitoring progress and ensuring timely receipt of income.
• Respond to enquiries from solicitors, beneficiaries, and the public by phone and email, escalating complex or sensitive matters as appropriate.
• Support the Legacy Income Manager with reporting, data quality, and financial controls.
• Provide general administrative support and assist with other duties as required.

Skills

Excellent attention to detail

Strong written and verbalcommunication

Teamwork

Data entry

Time management

Tools

Word

Outlook

Teams

SharePoint

Job description

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team in Grantham. You will manage legacy notifications, data entry and financial processes, helping secure income and develop your career in legacy management.

This is a hybrid role (home working with monthly head office attendance in Grantham, Lincolnshire). You may travel to other offices and remote locations as needed.