Legacy Administration Specialist

THE WOODLAND TRUST; South Kesteven; Hybride; GBP 24 000 - 29 000; Plein temps

Avantages offerts par ce poste

Enhanced Employer Pension

Life Assurance

Flexible and hybrid working options (7

25 Days plus Bank Holidays

Buy and sell holiday scheme

Enhanced parental pay

Employee assistance programme

Résumé du poste

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to our Legacy Income Team. You’ll help manage legacy notifications, data entry and financial processes, playing a vital role in securing legacy income while developing your skills and building a career in legacy management.

This full-time, 37.5 hours per week hybrid role combines home working with monthly attendance at our head office in Grantham.

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.

Responsabilités

• 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.
• This is a hybrid position with a mix of home working and from our head office in Grantham, Lincolnshire. Head office attendance would be required once a month on average. Occasional travel to other offices and remote locations may also be required.

Connaissances

Microsoft Word

Outlook

Teams

SharePoint

Data entry

Attention to detail

Time management

Communication

Teamwork

Wills and probate knowledge

Outils

Microsoft Office Suite

Description du poste

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to our Legacy Income Team. You’ll help manage legacy notifications, data entry and financial processes, playing a vital role in securing legacy income while developing your skills and building a career in legacy management.

This full-time, 37.5 hours per week hybrid role combines home working with monthly attendance at our head office in Grantham.