Legacy Assistant

Jewish Care
London, South East England
11 Jun 2017
11 Jul 2017
Contract Type
Part Time

This post is part time for21 hours per week to be worked Mondays - Fridays

The Role

  • The role of the Legacy Assistant is to support the legacy team to raise their income target of £4m per year.

Principal Accountabilities / Responsibilities

  • Process legacy notifications; recording on thankQ database, creating files and preparing initial correspondence so that all expected legacy income is processed correctly and it can inform financial planning
  • Review legacy cases at appropriate intervals and prepare follow-up correspondence to send to solicitors/executors, recording details of all communications for each case to ensure that income is received in a reasonable time frame
  • Responsible for archiving cases to ensure that all the relevant information is accurately recorded for any future need
  • Assisting with administration of In Memoriam donations so that donors receive a good customer experience with the aim of increasing income from this area
  • Assist with the administration of recognitions such as plaques and dedications to ensure that donors are happy with the acknowledgement of their gift
  • Provide administrative support and telephone cover to the team and contribute to the ways in which the team can improve its processes and undertake any other tasks as the role evolves within the team


  • Experience of office administration; using MS Excel, Outlook and Word

  • Experience of working as part of a team

  • Experience of working independently, flexibly and on own initiative

  • Experience of managing multiple projects simultaneously

Jewish Care offers excellent benefits and training to all staff. Benefits include, free meals, 20 day’s annual leave, Jewish Care Pension scheme, various discounts, Loans and mileage reimbursement, ride to work scheme, eye tests, employee referral bonus and more.

Jewish Care is a leading communal organisation. We are the largest health and social care charity for the Jewish community in the UK, caring for nearly 7,000 people every week. Approximately 1500 staff from multi-cultural backgrounds together with 3,000 volunteers help to maintain their service. It provides a wide range of services to help meet the community’s physical, social and emotional needs, both directly and in partnership with other organisations. We care & support many people including; older people with dementia, disabilities, mental health needs and Holocaust survivors and many more.
We aim to make a positive impact on the lives of Jewish people by creating excellent social care that enhances well-being and inspires them to stay connected to their community. The organisation is committed to finding innovative solutions tailored to the people who use their services.
We are a proud to be multi award winning organisation. Prestigious awards and accolades they have received include; The Skills for Care Best Employer for over 250 people, The Investors in People Gold standard and the Customer Service Excellence Standard.