Legacy Officer

6 months ago

London, United Kingdom IFAW United Kingdom Full time

**Staff work a hybrid schedule with 2 days/week in the office**

Make a lasting impact on animals through careful legacy administration.

Are you detail-oriented, with a passion for animal welfare? Do you thrive in an environment where sensitivity and accuracy are paramount? If so, this Legacy Officer role at IFAW UK could be your calling.

The International Fund for Animal Welfare (IFAW) is a global leader in animal welfare and conservation. We work tirelessly to protect animals and their habitats around the world. We help animals and people thrive together. Our UK office works to tackle various animal welfare issues at home and abroad. Legacy gifts play a vital role in sustaining our critical work worldwide. You would be responsible for your share of the legacy administration portfolio in the UK, using the FirstClass database and our donor CRM system. You would report to the Global Legacy Administration Manager on a day-to-day basis.

**Role and Responsibilities**
As our legacy officer, you will be responsible for:

- Managing a caseload of legacy gifts: This includes pecuniary, residuary and life interest legacies, ensuring IFAW receives its full entitlement in a timely manner. This may at times include a small selection of complex or contentious cases, to work on with support from your manager.
- Working closely with solicitors, executors, and beneficiaries: You’ll provide accurate and sensitive support throughout the probate process, building trust and ensuring a smooth experience for all parties involved.
- Maintaining meticulous records and reports: You’ll ensure accurate financial and contact records are kept, reports are generated on time, and compliance with all legal and regulatory requirements is met. You’ll raise data integrity or GDPR suggestions and take corrective action, as agreed.
- Providing recommendations for action: You’ll provide your suggestions to move forward any legacy case where action needs to be sanctioned by management or Trustees, or where there may be a risk to the charity's reputation.
- Assisting with monthly/annual reconciliation and audit: This includes following our financial rules to make appropriate accruals, adjustments, and provide audit-ready case files.
- Liasing with other teams within IFAW: When appropriate, you’ll work collaboratively with other teams, such as Finance, Donor Relations or the Legal team, to ensure a seamless process for legacy gifts, and to promote the legacy team’s recognition and standing in the organisation through internal communication.
- Staying up to date on relevant legislation and best practices: You’ll be a member of the ILM and regularly keep abreast of changes in the world on legacy case management, to ensure IFAW’s legacy administration remains efficient and compliant.

**Qualifications and Education Requirements**
- 1+ years of experience in legacy administration: You’ll have a strong understanding of probate laws, Wills, trust, and estate administration. Experience of using FirstClass is desirable.
- Achieved or willing to work towards certification: You have or will work towards gaining the ILM’s Certificate in Charity Legacy Administration (CiCLA).

**Core Competencies**
- Excellent attention to detail: You’re numerate, meticulous and ensure accuracy in all your work.
- Strong communication and interpersonal skills: You can build rapport with solicitors, executors, and bereaved families, providing sensitive and clear communication.
- Proactive and organized: You can manage multiple tasks effectively and keep up with work and deadlines without compromising quality.
- Know when to ask for help: You’re comfortable working unsupervised and as part of a team and you can identify when cases are complex and when you should consult with your manager.
- IT proficiency: You’re comfortable using CRM’s like FirstClass and other relevant software for record-keeping and reporting. You understand Microsoft 365 software like Word and Excel.
- Passion for animal welfare: You understand the impact of IFAW’s work and are motivated to contribute to our mission.

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