Legacy Income Admin Assistant (Hybrid)

The Woodland Trust; Greater Lincolnshire; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Enhanced Employer Pension

Life Assurance

Flexible and hybrid working options

Generous annual leave

Buy and sell holiday scheme

Enhanced parental pay

Employee assistance programme

Job summary

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team. You’ll help manage legacy notifications, data entry and financial processes to secure legacy income while developing skills in legacy management.

This hybrid role combines home working with monthly head office attendance at Grantham, Lincolnshire, and occasional travel. Training and a supportive environment are provided as part of the role.

Responsibilities

• Process incoming legacy notifications and manage related correspondence, including post and emails.
• Open new legacy files, 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.

Job description

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team. You’ll help manage legacy notifications, data entry and financial processes to secure legacy income while developing skills in legacy management.

This hybrid role combines home working with monthly head office attendance at Grantham, Lincolnshire, and occasional travel. Training and a supportive environment are provided as part of the role.