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Legacy Manager

National Trust
Closing date
26 Apr 2021

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Job Details

At the National Trust, we have worked to protect places of historic interest and natural beauty for over 125 years. We look after a quarter of a million hectares of land and countryside, 775 miles of coastline, and thousands of archaeological monuments and historic buildings - and that's an expensive task. We are incredibly grateful for the support our 5.5 million members but, as membership only covers a third of our costs, we also rely on donations and legacies to enable our vital conservation work.

This is a fantastic opportunity to join our in-house team of legacy administration specialists and support our ambitions by using your experience to protect and defend the legacies we are so kindly given. You'll process a caseload of restricted and complex legacies efficiently and in line with our policies and sector best practice, contributing to a high-income source for the organisation.

This role is currently remote due to COVID-19. As restrictions ease there will be an expectation that you will come to our central office in Swindon when required. This is unlikely to be more than 1 or 2 days a month, but flexibility is key.

To ensure we optimise this vital source of income, you'll need to be a subject matter expert, and be able to operate both strategically and tactically to get things done. You'll excel in a fast-paced environment and be able to analyse and evaluate financial transactions relating to estate administration and complex legal claims. You'll be communicating with a diverse range of stakeholders both internally and externally. You'll be line managing our Legacy Co-ordinator and ensure that our first line processes are delivered to support our case management.

Who we're looking for

A degree is not required but specific charity legacy administration expertise will be essential. So, to be successful in this role you'll need:
  • Significant experience managing a caseload in a charity legacy administration role or administering residuary estates and managing probate disputes in some other professional capacity (for example, solicitor, STEP, probate manager, legal executive or bank).
  • Up to date knowledge of probate, tax and charity law, Charity Commission regulation and data protection particularly where this relates to estate administration.
  • Experience of managing or mentoring staff and providing advice, support and guidance to colleagues.
  • Ability to talk confidently to a range of diverse stakeholders and the ability to communicate complex issues to senior management and our supporters.
  • Excellent written and verbal communication skills which display tact, discretion, and sensitivity.
  • Experience in using bespoke legacy databases (FirstClass) or other information systems as well as being proficient in Microsoft packages.
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