Legacy Administration Officer

Oxfam; Oxford; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global charitable organization in Oxford is seeking a Legacy Administration Officer to maximize income from legacy gifts. The ideal candidate will have experience in legacy administration within a charity context, strong communication skills, and a commitment to the organization's values. This role offers flexibility, including partially home-based options, and a competitive salary with generous benefits.

Benefits

Flexible working options

Generous pension scheme

Annual leave

Company sick pay

Life assurance

Qualifications

• Experience of legacy administration in a charity context or probate legal work.
• Strong written and verbal communication skills with the ability to handle sensitive correspondence.
• Ability to manage a large and varied caseload.

Responsibilities

• Maximise income from legacies left to Oxfam GB.
• Ensure effective administration of legacy gifts in accordance with the law.
• Promote Oxfam’s values of equality, empowerment and accountability.

Skills

Self-Awareness

Agility

Relationship building

Organisational skills

Attention to detail

Legal document interpretation

Microsoft Office proficiency

Charity Legacy Administration certification

FirstClass4 proficiency

Education

Certificate in Charity Legacy Administration (ILM)

Legal/paralegal qualification

Tools

CRM systems

Microsoft Office

Job description

Oxfam is a global movement of people working together to end the injustice of poverty.

The Role: As Legacy Administration Officer, you will maximise income from legacies left to Oxfam GB by ensuring the effective, timely, and sensitive administration of legacy gifts in accordance with the law, internal procedures, and best practice.

What We Are Looking For: We’re looking for a candidate who cares about Oxfam's mission to end poverty and is personally aligned to our feminist principles and values of empowerment, accountability and inclusion in all you do.

An ideal candidate for the role will also be / have:

• Self-Awareness- understanding how the way we perform our role relates to bereaved families and other charities.
• Agility, Complexity and Ambiguity – Navigating the tension between maximising income and giving due regard to cases where other claimants feel their entitlement should take priority.
• Relationship building- Strong written and verbal communication skills with the ability to handle sensitive correspondence.
• Experience of legacy administration in a charity context or probate legal work.
• Excellent organisational skills with the ability to manage a large and varied caseload.
• Attention to detail and accuracy in data recording and financial processing.
• Ability to interpret wills, estate accounts, and legal documents.
• Proficient in use of Microsoft Office applications and CRM systems.
• Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.
• Proficiency in use of FirstClass4.
• Commitment to Oxfam’s values of equality, empowerment, and accountability.

We Offer: We offer a competitive salary and a range of additional benefits to staff including flexible working options, generous pension scheme, annual leave, additional leave allowances, company sick pay, life assurance and a range of other benefits.

From the day you join Oxfam we invite you to stretch and learn in your role. Our wide range of Learning & Development opportunities includes in-house courses, e-learning modules, on-the job learning opportunities, coaching and mentoring, and much more.

Flexfam: We believe flexible working is key to building the Oxfam of the future, so we’re open to talking through the type of flexible arrangements which might work for you. We think this role would work particularly well as partially home-based. We currently use a hybrid approach with staff coming to the Oxford office once a month for this role.

How To Apply: As part of your online application, please upload your up to date CV and Cover Letter explaining your suitability against the essential criteria in the job profile.

Our values and commitment to safeguarding: Oxfam is committed to preventing any type of unwanted behaviour at work including sexual harassment, exploitation and abuse, lack of integrity and financial misconduct; and committed to promoting the welfare of children, young people, adults and beneficiaries with whom Oxfam GB engages. Oxfam expects all staff and volunteers to share this commitment through our code of conduct.

About Us

Oxfam is a global community who believe poverty isn’t inevitable. It’s an injustice that can be overcome. We are shop volunteers, women’s right activists, marathon runners, aid workers, coffee farmers, street fundraisers, goat herders, policy experts, campaigners, water engineers and more. And we won’t stop until everyone can live life without poverty for good.

Oxfam GB is a member of international confederation of 21 organisations working together with partners and local communities in the areas of humanitarian, development and campaigning, in more than 90 countries.

A Thriving Diverse Oxfam

It’s people power that brings about change. To play our part as a global organisation working to overcome poverty and inequality, we need equality, diversity and inclusion across our community of staff, partners and volunteers. Together, we’re committed to becoming a more diverse workforce, better able to tackle the global challenges that face our world today.

To Do That:

• We need to dismantle the unequal power structures that exist everywhere, this including Oxfam and the wider development and charity sectors.
• We need an inclusive Oxfam where everyone can bring who they are to our work and feels celebrated for the differences they bring.
• We want and need everyone, and that means we need you.