Legacy Officer

Recruiter
Harris Hill
Location
London (Greater)
Posted
12 Oct 2018
Closes
17 Oct 2018
Sector
Charity
Contract Type
Permanent
Hours
Full Time
A well-known charity is looking for a Legacy Officer to join their Supporter Relations Team to manage a caseload of pecuniary and residuary legacy estates. The successful candidate will manage the administration of these estates and to ensure the charities receives its optimum entitlement in a timely manner. You would need to provide an advisory service in respect of Legacy Administration and ensure the charities and its Trustees are properly protected in law. Key responsibilities -To effectively and proactively manage administration of all legacies either left to the charity or for which the charity might apply. -To maintain technical, legal and taxation standards, ensuring that the charity receives its full entitlement from every estate. -To fulfil our Executorship duties in a sensitive manner and ensuring they are dealt with promptly and in accordance with legal requirements. -To correspond with solicitors, relatives and executors on all matters relating to estate administration including the requesting of a copy of Wills, Schedules of Assets & -Liabilities; Trust and Estate accounts and tax deduction certificates -To liaise with co-beneficiaries of an Estate especially where queries or disputes arise to produce a cost effective and satisfactory solution. -To be responsible for the overall conduct of contentious probate cases on behalf of the charity -To deal with all legal queries To ensure that all financial information is recorded and reported on effectively and that 'cash' and 'bank' batches are dealt with promptly -To work with members of the Legacy marketing team to provide them with sufficient legacy stories and information so that legacy promotion can be dealt with effectively Skills and experience required: -Strong background in legacy administration and Substantial experience as a Charity Legacy Officer or equivalent legal (probate) position. -High degree of accuracy and attention to detail -Excellent verbal and written communication skills -High degree of financial numeracy, including the ability to manipulate spreadsheets and produce financial reports -Ability to understand and operate legacy administration and fundraising databases -Institute of Legacy Management certification or appropriate alternative qualification such as intermediate level of Society Trust and Estate Practitioners (STEP) or working towards this -Membership of ILM -Knowledge of legal and technical issues as they affect charity legacy administration

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