Legacy Administration Officer - Hybrid, High-Value Casework

Donkey Sanctuary; Devon and Torbay; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

A prominent animal welfare charity is seeking a proactive and customer-focused Legacy Officer to manage legacy cases. The role involves making financial decisions related to estate assets and enhancing the charity's reputation by building relationships with executors. Candidates should have a relevant qualification in legacy administration and significant experience. This position offers a hybrid working model and a competitive salary with excellent benefits.

Benefits

Competitive pension

Life assurance

Healthshield

31 days holiday

Wellbeing team

Recorded Pilates and Yoga classes

Long service awards

Free parking

Subsidised restaurant and shop

Qualifications

• Relevant qualification in legacy administration or equivalent experience.
• Significant previous experience in legacy administration.
• Up-to-date knowledge of charity law and probate processes.

Responsibilities

• Manage a share of legacy cases including contentious issues.
• Make daily financial decisions related to estate assets.
• Build relationships with professionals and executors involved in legacy administration.

Skills

Customer-focused

Proficient in FirstClass 4

MS Office (Excel)

Knowledge of charity law

Education

ILM Certificate in Charity Legacy Administration or equivalent

Job description

A prominent animal welfare charity is seeking a proactive and customer-focused Legacy Officer to manage legacy cases. The role involves making financial decisions related to estate assets and enhancing the charity's reputation by building relationships with executors. Candidates should have a relevant qualification in legacy administration and significant experience. This position offers a hybrid working model and a competitive salary with excellent benefits.