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- Tasks: Manage and administer legacy gifts with sensitivity and care.
- Company: Join a national charity dedicated to making a difference.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Why this job: Make a real impact by honouring legators' wishes and maximising legacy income.
- Qualifications: Experience in legacy gifts, estate administration, and strong communication skills.
- Other info: Opportunity for career growth in a dynamic and inclusive workplace.
The predicted salary is between 35000 - 38000 £ per year.
Harris Hill are delighted to be working with a national charity to recruit for a Legacy Administration Manager in order to manage and administer legacy gifts. This is a pivotal role, ensuring legacy income is maximised, accurately recorded and received in a timely, compliant manner, while always honouring the wishes of legators with sensitivity and care.
Working with a high level of autonomy, you will oversee the legacy administration process end to end, building strong relationships with executors, solicitors and co-beneficiaries, and working closely with internal fundraising, finance and data teams. You will also play a key role in identifying and managing risk, resolving complex cases and maintaining best practice processes.
As a Legacy Administration Manager you will:
- Manage the full legacy administration process, from notification through to receipt of income
- Create and maintain accurate digital and physical legacy records
- Respond sensitively and promptly to all legacy related correspondence
- Review and approve estate accounts, questioning anomalies where appropriate
- Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement
- Identify, escalate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed
- Support and advise lay executors when required
- Follow up stalled or inactive cases to ensure progress
- Maintain and improve legacy administration policies, processes and compliance with relevant legislation and best practice
- Ensure all work is carried out sensitively and in line with GDPR
- Produce reports for Directors and Trustees on the legacy pipeline and contentious cases
- Work collaboratively with fundraising, finance and supporter data teams
- Provide cover for the Legacy and In Memory Manager and support legacy related communications and events
To be successful, you must have experience:
- Proven experience of managing legacy gifts and estate administration
- Working knowledge of wills, probate, trusts and relevant charity law
- Awareness of inheritance tax, capital gains tax and related regulations
- Experience reviewing estate accounts and identifying issues or anomalies
- Strong organisational skills with excellent attention to detail
- Ability to manage your own workload and progress cases proactively
- Excellent written and verbal communication skills, with a sensitive and empathetic approach
- Confidence assessing reputational, financial and legal risk
- Competence in MS Office (Outlook, Word, Excel) and CRM or legacy management systems
- A high level of discretion and respect for confidentiality
Desirable:
- Experience working within a charity
- Certificate in Charity Legacy Administration (CiCLA), Institute of Legacy Management qualification, or equivalent experience (e.g. legal, paralegal or private practice estate administration)
Salary: £35,000 – £38,000 per annum
Location: Rochester City Airport
Contract: Permanent, hybrid working 2-3 days in the office
Closing date: Friday 23rd January at 8am
Interview: TBC
Recruitment process: CV and Supporting Statement to
If this sounds like you, then please do get in touch ASAP!
As leading charity recruitment specialists and a certified B Corpâ„¢, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Legacy Administration Manager in England employer: HARRIS HILL
Contact Detail:
HARRIS HILL Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Administration Manager in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector, especially those who might know about legacy administration. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wills, probate, and charity law. We want you to feel confident discussing these topics, as they’re crucial for the Legacy Administration Manager role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed complex cases or improved processes in previous roles. This will highlight your fit for managing the legacy administration process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Legacy Administration Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Legacy Administration Manager role. Highlight your experience with legacy gifts and estate administration, and don’t forget to mention any relevant qualifications or skills that match the job description.
Craft a Compelling Supporting Statement: Your supporting statement is your chance to shine! Use it to explain why you’re the perfect fit for this role. Be sure to address how your skills and experiences align with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear, concise, and free of errors. Use a friendly yet professional tone to reflect your empathetic approach.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, so don’t hesitate to hit that apply button!
How to prepare for a job interview at HARRIS HILL
✨Know Your Legacy Administration Inside Out
Make sure you brush up on your knowledge of legacy gifts, estate administration, and relevant charity laws. Familiarise yourself with the specifics of managing legacy income and how to handle sensitive situations with care. This will show that you're not just qualified but genuinely passionate about the role.
✨Demonstrate Your Communication Skills
Since this role involves liaising with executors, solicitors, and co-beneficiaries, practice articulating your thoughts clearly and empathetically. Prepare examples of how you've handled sensitive correspondence in the past, as this will highlight your ability to communicate effectively in challenging situations.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and keep track of multiple cases. Bring examples of how you've maintained accurate records and followed up on stalled cases. This will demonstrate your attention to detail and proactive approach, which are crucial for this position.
✨Prepare for Complex Scenarios
Think about potential complex or contentious cases you might encounter in this role. Be prepared to discuss how you would identify, escalate, and resolve these issues, possibly involving legal advisers. This will show that you can think critically and manage risks effectively.
