Legacy Administration Coordinator

WWF-UK; Woking; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Annual leave starting at 26 days

Flexible working options

Pension contribution up to 10%

Learning and development opportunities

Regular wellbeing initiatives

Job summary

WWF-UK is looking for a Legacy Administration Coordinator to join their Legacy Management team in Woking. This hybrid role involves ensuring that gifts in wills are managed sensitively and efficiently, crucial for fostering relationships with legal professionals and supporters.

The successful candidate will possess excellent organization, detail-oriented capabilities, and communication skills to thrive within a vibrant charitable environment.

Benefits include flexible working arrangements, 26 days annual leave, and a generous pension contribution.

Qualifications

• Experience working in an administrative, legal, charity or financial environment.
• Strong attention to detail and ability to maintain high standards.
• Ability to communicate sensitively and professionally in challenging situations.

Responsibilities

• Support administration of legacy gifts with accuracy and sensitivity.
• Maintain accurate records and assist in legacy case administration.
• Build relationships with professionals and supporters across WWF-UK.

Skills

Experience in an administrative, legal, charity or financial environment

Excellent organisational skills

Attention to detail

Excellent written and verbal communication skills

Strong interpersonal skills

Good financial literacy

Experience using databases and Microsoft Office

Ability to work independently

Time management skills

Ability to handle confidential information

Experience in legacy administration

Knowledge of probate processes

Experience in a charity environment

Experience working with solicitors

Tools

FirstClass4

Job description

Location: Living Planet Centre, Woking, Surrey

Contract: Permanent, full time (35 hours) – we would also consider a part-time arrangement (28 hours per week)

Hybrid working: Minimum 40% in person collaboration per month

Safeguarding level: 1

About the role

We’re excited to be recruiting a Legacy Administration Coordinator, to join WWF-UK's Legacy Management team and help ensure that gifts left for WWF-UK in wills are administered with care, professionalism and attention to detail.

Legacies play a vital role in supporting WWF-UK's work, representing around a quarter of WWF-UK's income and helping to fund long-term action for nature and climate.

As Legacy Administration Coordinator, you'll play an important role in supporting the administration of legacy gifts, working with solicitors, executors, supporters and colleagues to ensure cases are managed accurately, sensitively and efficiently.

This is a varied role combining administration, relationship management and financial processes. You'll help maintain accurate records, support legacy case administration and act as an important point of contact for a wide range of enquiries. Along the way, you'll build relationships with legal professionals, supporters and colleagues across WWF-UK while helping to ensure that every gift is managed in line with both the wishes of the supporter and WWF-UK's responsibilities as a charity.

We're looking for an experienced administrator who is highly organised, detail-oriented and compassionate, with excellent communication skills and the ability to handle sensitive situations with professionalism and care.

Skills and experience

You’ll bring the following skills and experience to succeed in this role:

• Experience working in an administrative, legal, charity or financial environment
• Excellent organisational skills, with the ability to manage multiple tasks and priorities accurately and efficiently
• Strong attention to detail and ability to maintain high standards of record keeping and administration
• Excellent written and verbal communication skills
• Strong interpersonal skills and the ability to build positive relationships with a wide range of people
• Ability to communicate sensitively and professionally in situations that may involve bereavement or other personal circumstances
• Good financial literacy and confidence working with financial information and records
• Experience using databases and Microsoft Office applications
• Ability to work independently, use initiative and make sound day-to-day decisions
• Strong time management and prioritisation skills
• Ability to handle confidential and sensitive information with discretion and good judgement
• Collaborative approach, with the ability to work effectively as part of and in support of a team
• Experience working within legacy administration, probate, wills or estate administration
• Knowledge of probate processes and the administration of estates
• Experience working within a charity environment
• Experience working with solicitors, executors or legal professionals
• Experience using legacy or fundraising databases, ideally FirstClass4
• Understanding of legacy fundraising and supporter stewardship

What we offer

We believe in rewarding our team with more than just a salary. Here’s what you can expect:

• Annual leave starting at 26 days a year, rising one day each year to 31 days plus bank holidays
• Flexible working options, to support your work life balance
• 7.5% employer contribution to pension, rising to 10% with employee contribution
• Learning and development opportunities to help you grow
• Regular wellbeing initiatives to support your health and happiness.

This is a UK based contract, and you are required to have the Right to Work in the UK. Unfortunately, we’re unable to offer sponsorship and any offer of employment will be subject to evidence of your Right to Work in the UK.

This role is hybrid with a minimum 40% of your contracted hours spent at our beautiful UK head office, the Living Planet Centre in Woking, Surrey, where you’ll hot desk among trees and gardens.

About WWF-UK

We’re a global conservation charity with millions of supporters and hundreds of projects around the world.

At WWF-UK, we’re bringing our world back to life. Protecting what’s left isn’t enough. We’re racing to restore nature and prevent catastrophic climate change. And it’s a race we can win with everyone’s help.

We’re courageous, passionate, and driven by science. For more than 60 years we’ve been at the forefront of global efforts to protect wildlife and the natural world. We work with integrity, collaboration and deep respect for those we partner with.

Our Diversity Promise to You

At the heart of our mission is a simple truth: the planet needs everyone. That means you - in all your uniqueness, regardless of age, disability, gender identity, marital status, race, faith or belief, sexual orientation, socioeconomic background, or how you choose to express yourself.

We don’t do stereotypes. We work together with purpose, driven by passion and enhanced by respect, courage, and integrity. We pull together from all walks of life to fight for a better future, and we want you to feel supported every step of the way.

We’re proud to be a Disability Confident employer and are committed to creating an inclusive workplace where everyone feels they belong. We actively encourage applications from people of all backgrounds and identities.

So, if there’s anything we can do to make your application or interview experience more comfortable or accessible, just give our Talent Acquisition Team a shout at [e-mail].

Safeguarding Commitment

Just as we celebrate diversity in all its forms, we are equally dedicated to creating a safe environment for every person we work with or encounter.

Our commitment extends to children, adults at risk, and individuals experiencing any form of vulnerability, whether temporary or permanent.

We proudly stand behind CAPSEAH (Common Approach to Protection from Sexual Exploitation, Sexual Abuse and Sexual Harassment) and put this commitment into action through clear policies, thorough training, and recruitment checks tailored to each role, which may include external vetting.

If you ever have a concern, however big or small, know that there are confidential channels ready to support you at WWF-UK. We promise to respond promptly and with care, because protecting every individual is at the heart of everything we do.