Legacy Operations Specialist

3 weeks ago


Surrey, United Kingdom Third Solutions Full time

We are seeking an experienced Legacy Administration Officer to join our team at Third Solutions, a passionate charity dedicated to paving the way for a new era where people, wildlife and the planet thrive.

The Role

As a Legacy Administration Officer, you will be responsible for supporting the administration of UK and international legacy gifts, ensuring accurate, efficient, and timely processing from notification to final distribution.

You will work closely with global teams to develop and implement strategies that maximise legacy income across different regions, maintaining and developing strong relationships with key stakeholders, including executors, solicitors, and international colleagues.

The ideal candidate will have experience in legacy administration, preferably within an international context, with a track record in managing a complex caseload of legacy gifts, ensuring compliance and maximising income.

Key Responsibilities
  • Support the administration of UK and international legacy gifts
  • Develop and implement strategies to maximise legacy income
  • Maintain and develop strong relationships with key stakeholders
  • Manage a complex caseload of legacy gifts
Requirements

The successful candidate will have:

  • Experience in legacy administration
  • Strong analytical and forecasting skills
  • Attention to detail in reporting and financial management
  • Able to work in the UK

We encourage applicants from all ages and backgrounds, and we are committed to making appointments on merit alone.



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