Legacy Administration Manager

Randstad Financial and Professional
London, South East England
06 Jul 2017
05 Aug 2017
Contract Type
Full Time
About Our Client
An industry leading armed forces charity have an exciting opportunity for an experience Legacy Administration Manager. This is an amazing chance to work with a fantastic charity in the heart of the west end. You would be surrounded by a team who are passionate about what they do!

Job Responsibilities:
-Maximise the income left to the organisation as gifts in wills and contribute to the setting of the legacy income target
- Liaise with executors of legacies left to the organisation to ensure payment and relevant paperwork
-Create case files on all new notifications received direct or make contact with executors as appropriate
- Check that any Capital Gains tax and Inheritance Tax appearing in estate accounts is correctly calculated and not charged to the organisation when this is not appropriate

Preferred Skills:
- Degree level qualification
- ILM Certificate in Charity Legacy Administration or qualified solicitor (desired)
- Proven experience of legacy administration in a charity environment
- Knowledge of the law and taxation relating to wills
- Budgetary and financial skills

Personal Attributes:
- Strong communicator
- Ability to plan and organise workload efficiently
- Results driven
- Adaptable and proactive
- Enthusiastic and committed to the goals of the organisation

Associated Benefits: Excellent pension contribution

Randstad Financial & Professional encourage 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. Randstad Financial & Professional 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