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- Tasks: Manage and administer legacy cases, ensuring timely execution of bequests.
- Company: A charitable organisation in Greater London with an inclusive work culture.
- Benefits: Flexible working hours, supportive team, and opportunities for personal growth.
- Why this job: Make a meaningful impact by helping others through legacy gifts.
- Qualifications: Experience in charity legacy administration and strong communication skills.
- Other info: Attend the London office once a month and work in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
A charitable organization located in Greater London seeks a Legacy Officer to manage and administer legacy cases, ensuring timely execution of bequests.
The ideal candidate will possess experience in charity legacy administration, clear and compassionate communication skills, and high numeracy skills for complex tax calculations. Familiarity with digital tools and legacy software is advantageous.
This role will require attendance at the London office one day per month and promotes an inclusive work environment.
Legacy Gifts & Estate Specialist employer: Parkinson's UK
Contact Detail:
Parkinson's UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Gifts & Estate Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those who work with legacy gifts. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Show off your skills! When you get an interview, be ready to discuss your experience with legacy administration and tax calculations. Use real examples to demonstrate how you've tackled challenges in the past.
✨Tip Number 3
Be prepared for questions about digital tools! Brush up on any legacy software you've used and be ready to explain how it helped you manage cases efficiently. We love tech-savvy candidates!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process as smooth as possible for you.
We think you need these skills to ace Legacy Gifts & Estate Specialist
Some tips for your application 🫡
Show Your Passion for Legacy Work: When writing your application, let us see your enthusiasm for charitable work and legacy administration. Share any relevant experiences that highlight your commitment to making a difference in people's lives through effective legacy management.
Be Clear and Compassionate: Since this role involves communication with donors and their families, it's crucial to demonstrate your clear and compassionate communication skills. Use examples in your application that showcase how you've handled sensitive situations in the past.
Highlight Your Numeracy Skills: As the job requires high numeracy skills for complex tax calculations, make sure to mention any relevant experience or training you have in this area. We want to know you're comfortable with numbers and can handle the financial aspects of legacy cases.
Familiarity with Digital Tools: If you have experience with legacy software or other digital tools, don’t forget to mention it! This will show us that you're tech-savvy and ready to hit the ground running. Apply through our website to ensure your application gets the attention it deserves!
How to prepare for a job interview at Parkinson's UK
✨Know Your Legacy Basics
Make sure you brush up on the fundamentals of legacy administration. Understand the key processes involved in managing bequests and be ready to discuss your previous experiences in this area. This will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Communication Skills
Since clear and compassionate communication is crucial for this role, prepare examples of how you've effectively communicated complex information in the past. Think about times when you had to explain sensitive topics or navigate difficult conversations, as these will resonate well with the interviewers.
✨Get Comfortable with Numbers
High numeracy skills are a must for this position, especially for tax calculations. Brush up on any relevant tax laws or calculations that might come up during the interview. You could even practice some sample scenarios to demonstrate your confidence with numbers.
✨Familiarise Yourself with Digital Tools
If you have experience with legacy software or digital tools, make sure to highlight this during your interview. If you’re not familiar with specific tools mentioned in the job description, do a bit of research beforehand. Showing that you’re tech-savvy can give you an edge over other candidates.
