Legacy Income Assistant - Hybrid & Data-Focused

Woodland Trust; Grantham; Hybride; GBP 24 000 - 30 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

MS Word

MS Outlook

MS Teams

SharePoint

Communication

Data entry

Time management

Teamwork

Wills knowledge

Outils

SharePoint

Outlook

Teams

Excel

Description du poste

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.