Assistant Legacy Case Officer in Cheshire, Warrington

Assistant Legacy Case Officer in Cheshire, Warrington

Warrington +1 Full-Time 25000 - 30000 € / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage legacies with care, guiding stakeholders through complex processes.
  • Company: Alzheimer's Society, dedicated to improving lives of those affected by dementia.
  • Benefits: Supportive environment, professional development, and a chance to make a real difference.
  • Other info: Opportunity to grow professionally while making meaningful contributions.
  • Why this job: Be part of a mission that impacts thousands of lives every day.
  • Qualifications: Motivation and potential valued over experience; familiarity with legacy administration is a plus.

The predicted salary is between 25000 - 30000 € per year.

At Alzheimers Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.

This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.

What You Will Do

  • You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy.
  • You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
  • Your work will ensure that all legal requirements are met and that every legacy is handled with integrity.
  • You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.
  • You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society.
  • Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.
  • This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment.
  • Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.

About You

We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience.

  • You might have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems.
  • You may have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge.
  • You could be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development.
  • You should be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team.
  • You must be comfortable using Microsoft Office, including Outlook and Excel, and be an organised self-starter with attention to detail and pride in delivering accurate, high-quality work.
  • You should communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia.

You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.

Interviews will take place on 6th May via Microsoft Teams.

Locations

WarringtonCheshire

Assistant Legacy Case Officer in Cheshire, Warrington employer: Alzheimers Society

At Alzheimer's Society, we pride ourselves on being an exceptional employer dedicated to making a meaningful impact in the lives of those affected by dementia. Our supportive and inclusive work culture fosters personal and professional growth, offering opportunities for development in legacy administration while working alongside passionate colleagues who share a common purpose. Located in a vibrant community, we provide a fulfilling environment where every contribution is valued, ensuring that your efforts directly support our mission to improve the lives of thousands.

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Contact Detail:

Alzheimers Society Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Assistant Legacy Case Officer in Cheshire, Warrington

Tip Number 1

Network like a pro! Reach out to people in the dementia care sector or those who have experience with legacy administration. A friendly chat can open doors and give you insights that might just land you that Assistant Legacy Case Officer role.

Tip Number 2

Prepare for your interview by understanding the mission of the Alzheimer's Society. Show us how your values align with theirs and be ready to discuss how you can contribute to making a real difference in people's lives.

Tip Number 3

Practice your communication skills! Since this role involves building relationships with various stakeholders, being able to express empathy and professionalism is key. Role-play with a friend or family member to get comfortable.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our community and making a difference.

We think you need these skills to ace Assistant Legacy Case Officer in Cheshire, Warrington

Legacy Administration
Understanding of Wills, Probate, or Trust Law
ILM Certificate in Charity Legacy Administration
Administrative Skills
Microsoft Office (Outlook and Excel)
Attention to Detail
Communication Skills

Some tips for your application 🫡

Show Your Passion:When writing your application, let your passion for making a difference shine through. We want to see how much you care about supporting people living with dementia and their families. Share personal experiences or motivations that connect you to our mission!

Tailor Your CV:Make sure your CV is tailored to the Assistant Legacy Case Officer role. Highlight any relevant experience in legacy administration or your willingness to learn. We love seeing how your skills align with what we do, so don’t hold back!

Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate well-structured applications that make it easy for us to see your qualifications and enthusiasm at a glance.

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our community!

How to prepare for a job interview at Alzheimers Society

Know the Mission

Before your interview, take some time to really understand the mission of the Alzheimer's Society. Familiarise yourself with their work and how legacies play a crucial role in supporting people living with dementia. This will not only show your genuine interest but also help you connect your answers to their values.

Show Empathy and Sensitivity

Given the nature of the role, it's essential to demonstrate your ability to handle sensitive situations with care. Prepare examples from your past experiences where you've shown empathy, whether in a professional or personal context. This will highlight your suitability for managing legacies with the respect they deserve.

Prepare for Technical Questions

Brush up on your knowledge of Wills, Probate, and Trust law, even if you're still learning. Be ready to discuss any relevant experience you have or express your eagerness to learn. Showing that you're proactive about your professional development can set you apart from other candidates.

Ask Thoughtful Questions

At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the environment aligns with your values and work style.