Legacy Officer

Recruiter
Third Solutions
Location
London, South East England
Salary
32000.0000
Posted
11 Jun 2017
Closes
10 Jul 2017
Sector
Charity
Contract Type
Permanent
Hours
Full Time

Do you a proven background in Legacy administration? In this key role you will bring your experience of the legacy sector and work with the Legacy Manager to help deliver the five year strategic plan.

The Company A world leading cancer centre.

The Role
Managing a caseload of pecuniary, residuary and reversionary legacies to ensure that the charity receives its full entitlement in accordance with the law
Support the five year strategy for legacies by working closely with and assisting the Legacy Manager on marketing and engagement activities as required
Represent and protect the interests of the charity in all correspondence and deal appropriately with legal professionals and members of the public
Deal with the day-to-day administration of legacies, ensuring efficient processes for accurate recording on database systems, banking and correspondence under the supervision of the Legacy Manager.
Discuss decisions in relation to casework with the Legacy Manager and review open legacy cases on a regular basis.
Scrutinise estate accounts and ensure that an estate has been administered correctly to include the allocation of CGT and IHT.
Ensure that the charity receives and processes R185E certificates efficiently and assist with reporting for reclaims via HMRC.
Liaise and maintain good relationships with other charitable organisations as appropriate.

The Candidate
Professionally qualified Solicitor/Accountant/ILM CICLA/STEP or equivalent
Proven significant experience in legacy administration or relevant fields of law
Able to prioritise own workload, being well organised, flexible and adaptable
Excellent interpersonal and communication skills, evidenced by successful working relationships with supporters, solicitors and colleagues.
Highly numerate; able to understand and interpret budgets, financial and data reports
Able to respond sensitively and appropriately to emotional circumstances, including distressed/bereaved donors

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.