Legacy Income Admin Specialist (Hybrid)

Woodland Trust; South Kesteven; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Pension

25 days annual leave

Life assurance

Flexible/hybrid working options

Job summary

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team. You will handle legacy notifications, data entry, and financial processes, helping secure legacy income while developing your skills.

The role is full-time (37.5 hours/week) with hybrid work from Grantham head office and occasional travel. Training in wills/probate and charity sector knowledge is provided.

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.

Responsibilities

• 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.

Skills

MS Office

Communication

Data entry

Time management

Teamwork

Wills knowledge

Stakeholder engagement

Tools

SharePoint

Teams

Outlook

Job description

The Woodland Trust is seeking a Legacy Assistant to provide essential administrative support to the Legacy Income Team. You will handle legacy notifications, data entry, and financial processes, helping secure legacy income while developing your skills.

The role is full-time (37.5 hours/week) with hybrid work from Grantham head office and occasional travel. Training in wills/probate and charity sector knowledge is provided.