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Legacy Officer

5 months ago

London, United Kingdom NL Recruitment Full time

Legacy Officer (Probate Administration), joining a well-known National Charity, offering remote working. Open to UK Locations.

Do you have Legacy Administration experience within the charity sector or proven experience in the relevant fields of law such as probate law and looking to join the charity sector?
- You will be required to travel to London 1 x per month for a team meeting. Travel costs for these visits and accommodation costs will be covered, if required.
- Depending on location salary; London (£30,500 - £33,500). National (£27,000 - £30,000)

It an exciting time to join the Legacy Administration Team as they deliver a new Legacy Strategy, which includes building better relationships with solicitors and personal executors. As the Legacy Officer, working as part of the Legacy Administration Team, you play a pivotal role and be responsible for a dedicated caseload across the UK that includes specific, residuary and reversionary legacies'. You will have the following key responsibilities:

- Manage a caseload including specific, residuary and reversionary legacies.
- Ensure the charity receives its full entitlement in accordance with the law and the provisions of the Will/Codicil, any Deed of Variation or settlement agreement.
- Ensure all incoming correspondence are dealt with in a timely manner.
- Ensure the appropriate legacy case files are updated accordingly. Ensure open legacy case files are reviewed and appropriate action taken to move cases through to conclusion.
- Record and update all relevant information regarding a legacy on the Legacy Administration database,
- Ensure legacies are allocated in restricted and unrestricted funds, in accordance with the Will.
- Ensure strict observance of the Law Society's Guidelines on Non-Contentious costs.

We are looking for you to have skills and experiences in areas such as:

- Legacy Administration experience within the charity sector or proven experience in the relevant fields of law such as probate law
- Highly numerate and good literacy
- Strong interpersonal skills, with the ability to build and maintain solid working relationships internally, but also with supporters, personal executors, solicitors and other charity beneficiaries.