Legacy Assistant

Woodland Trust; Grantham; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Enhanced Employer Pension

Life Assurance

Flexible and hybrid working options (7

Generous annual leave - 25 Days plus

Buy and sell holiday scheme

Enhanced parental pay

Employee assistance programme

Job summary

The Woodland Trust is seeking a Legacy Assistant to support the Legacy Income Team with essential administrative tasks. You will handle legacy notifications, data entry, and financial processes while developing skills in legacy management.

The role is full-time, 37.5 hours per week, and hybrid with monthly head office attendance in Grantham, Lincolnshire. Candidates should have strong Microsoft Office skills, excellent communication, and meticulous data handling.

Qualifications

• Proficiency in Microsoft Office applications (Word, Outlook, Teams, SharePoint).
• Strong written and verbal communication skills.
• Attention to detail with data entry and record keeping experience.
• Ability to prioritise, manage time and meet deadlines.

Responsibilities

• Process legacy notifications and related correspondence (post and email).
• Open new legacy files and maintain database records accurately.
• Assist with legacy banking, cash records, income reporting, and financial reports.

Skills

MS Word

MS Outlook

MS Teams

SharePoint

Communication

Data entry

Time management

Teamwork

Wills knowledge

Tools

SharePoint

Outlook

Teams

Excel

Job description

The Woodland Trust is looking for 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 role is advertised as full-time, 37.5 hours per week.

The Role:

• 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.

The Candidate:

• 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 - ongoing role specific training will be offered as part of the role depending on experience and career aspirations.

Benefits and Wellbeing:

Joining our team means you’ll be part of our fight for a greener, healthier planet for people and wildlife. We take good care of our staff, offering support and training opportunities. We also offer:

• Enhanced Employer Pension


• Life Assurance


• Flexible and hybrid working options (7am - 7pm)


• Generous annual leave - 25 Days plus Bank Holidays (pro rata for part-time)


• Buy and sell holiday scheme


• Enhanced parental pay


• Employee assistance programme

To support inclusivity and remove barriers for candidates, we publish all salaries upfront and proudly follow the We Show the Salary pledge. The salary listed is the set salary for this role, and we don’t ask applicants to state their current pay or expectations. If you choose to apply, we’ll take that as confirmation that the advertised salary meets your expectations.

About Us:

The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where woods and trees thrive for people and nature. The Trust engages and inspires people to make a difference by protecting, restoring and creating woodland and getting more trees in the ground.

Our commitment to Diversity and Inclusion:

To achieve our mission, we need to better reflect society and the communities we work in. People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.

Application information and advice:

For fairness we keep our candidates’ personal details hidden from the hiring managers, and we do not ask for your CV at application. Make sure that your personal statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role. Even if you don’t meet every requirement of the role, we encourage you to apply.

Acceptable Use - Artificial Intelligence (AI):

We understand that candidates may choose to use AI tools to support their job applications. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.

Interviews will take place via teams on the week commencing 16th November. Interview questions will be provided before the interview to help you prepare.

For queries about this role, reasonable adjustments, or support with your application, please contact: [e-mail]