Legacy Administration Manager

HARRIS HILL; England; Hybrid; GBP 35,000 - 38,000; Full time

Job summary

A national charity is seeking a Legacy Administration Manager in Rochester to oversee the management and administration of legacy gifts. You will manage the full legacy administration process, ensuring compliance and sensitivity in handling cases. The ideal candidate will have proven experience in legacy gifts, knowledge of relevant laws, and excellent communication skills. This permanent position offers a salary between £35,000 and £38,000 and includes hybrid working arrangements.

Qualifications

• Proven experience managing legacy gifts and estate administration.
• Working knowledge of relevant charity law and tax regulations.
• Strong organizational abilities and excellent attention to detail.

Responsibilities

• Manage the full legacy administration process from notification to receipt of income.
• Create and maintain accurate legacy records.
• Liaise with executors and solicitors to progress estates.

Skills

Managing legacy gifts and estate administration

Knowledge of wills, probate, trusts, and charity law

Organisational skills with attention to detail

Excellent written and verbal communication

Competence in MS Office and CRM systems

Education

Certificate in Charity Legacy Administration or equivalent

Job description

Harris Hill are delighted to be working with a national charity to recruit for a Legacy Administration Manager in order to manage and administer legacy gifts. This is a pivotal role, ensuring legacy income is maximised, accurately recorded and received in a timely, compliant manner, while always honouring the wishes of legators with sensitivity and care.

Working with a high level of autonomy, you will oversee the legacy administration process end to end, building strong relationships with executors, solicitors and co-beneficiaries, and working closely with internal fundraising, finance and data teams. You will also play a key role in identifying and managing risk, resolving complex cases and maintaining best practice processes.

As a Legacy Administration Manager you will:

• 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, escalate 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

To be successful, you must have experience:

• 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

Desirable:

• 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)

Salary: £35,000 – £38,000 per annum

Location: Rochester City Airport

Contract: Permanent , hybrid working 2-3 days in the office

Closing date: Friday 23rd January at 8am

Interview: TBC

Recruitment process: Cv and Supporting Statement to [e-mail]

If this sounds like you, then please do get in touch ASAP!

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.