Legacy Officer

Job Advert

**Legacy Officer**

This is an exciting opportunity to join Children’s Hospice South West as our Legacy Officer. You will play a key role in dealing with all matters relating to legacies and bequests to the Charity and fully maximising legacy income.

**About the role**:
Legacy income is a significant source of funds for Children’s Hospice South West ensuring our vital care for children and young people with life limiting conditions continues. You will be responsible for the day to day administration of a mixed caseload of residuary and pecuniary legacies, as well as having the opportunity to work on a number of complex and contentious cases. You will ensure legacy income is fully maximised, cash flow maintained, and all legal and procedural requirements met.

You will be working closely with the finance and income processing team as well as the Legacy Fundraiser. You will therefore be able to work on your own initiative as well as being a good team player. This is a busy role within a supportive and hard working team.

**About you**:
We are looking for someone who has experience in either a charitable legacy administration team and/or working within the estate administration sector. It would be advantageous to have a working knowledge of the law of wills and probate.
- Possession of the Institute of Legacy Management Certificate of Competence or equivalent, or a willingness to study for this qualification, where appropriate
- Demonstrable experience of legacy administration and/or estate management
- Experience of managing and prioritising a caseload
- Strong verbal and written skills
- Ability to interact effectively in sensitive or emotional situations
- Exceptional administration skills
- Ability to build a rapport with professional and lay executors
- Strong working knowledge of Microsoft Office Suite including Word, Excel and Outlook
- Ability to identify when a case carries financial or reputational risk

**About CHSW and why join us**:
We are an established and highly successful charity providing hospice care for children with life limiting conditions and their families in the Southwest of England.

We offer a flexible work environment, with home working, autonomy to manage your own diary and workload as part of an exciting, professional and creative team. We are passionate and proud of the work we do and the real difference we make to the community.

**Location**: Barnstaple, Bristol or St Austell or Hybrid

**Closing date: 12th June 2024**

**Interviews: 24th June 2024**

**What We Offer**:

- 33 days (plus bank holidays) holiday entitlement, which increases with service
- enhanced sick pay scheme rising up to 6 months full and 6 months half pay
- personal pension scheme with 7% employer contribution
- family friendly policies, with enhanced maternity/adoption pay
- occupational health, wellbeing and counselling services and employee assistance programme
- group life insurance scheme
- training and development opportunities
- environmental and green agenda
- a supportive and inclusive environment
- a chance to make a real difference

To find out more please see the job description and person specification on this page. To arrange an informal chat please contact Becky Mountford in HR on 01271 325270.