At a Glance
- Tasks: Support legacy income flow and manage gifts from wills and estates.
- Company: Join The Cinnamon Trust, a celebrated charity making a difference for 40 years.
- Benefits: Enjoy a supportive work environment with opportunities for growth and collaboration.
- Why this job: Make a meaningful impact by honouring supporters' wishes and contributing to a noble cause.
- Qualifications: Strong communication skills, attention to detail, and a passion for charity work are essential.
- Other info: Opportunity to collaborate with various teams and engage in legacy fundraising initiatives.
The predicted salary is between 30000 - 42000 £ per year.
As we celebrate 40 years of making a difference, The Cinnamon Trust continues to grow, and we want you to be part of our journey! Our headquarters in Hayle, Cornwall, is looking for a compassionate, dedicated individual to join the team as an Assistant Legacy Officer.
MAIN PURPOSE OF THE JOB
To support the flow of legacy income ensuring the smooth, efficient and sensitive handling of gifts received through bequests, wills and estates. The role requires close attention to detail, accurate record keeping, and good numeracy. Appropriate and sensitive written and oral communication with families, legacy supporters and solicitors is very important. The role requires compliance with legal and regulatory requirements. In essence, an Assistant Legacy Officer is a vital part of a charity's fundraising efforts, ensuring that legacy gifts are processed efficiently and effectively, maximising their value and impact. Most of all, it is about honouring the wishes of those who support us by way of gifts in their Will.
Although the role of Assistant Legacy Officer sits within the Finance Team, it will also include some elements of legacy fundraising and marketing in collaboration with the Marketing and Fundraising team. This includes promotion of our free Will service and supporting promotion of legacy giving through campaigns and events.
MAIN DUTIES & RESPONSIBILITIES:
- Legacy Administration: Managing a caseload of legacies (pecuniary, specific, etc.), ensuring the organisation receives its full entitlement, and keeping records up-to-date.
- Communication: Interacting with solicitors, executors, and other beneficiaries, responding to inquiries, and providing updates on legacy progress.
- Record Keeping: Maintaining accurate and detailed records on the organisation's Digbi system, ensuring compliance with regulations and facilitating reporting.
- Compliance: Keeping abreast of probate matters and ensuring the charity's legal rights are balanced with reputational considerations.
- Collaboration: Working closely with the Senior Legacy officer and with other teams, when necessary, such as Pet Profile, Finance or Marketing teams in relation to legacy giving, legacy fundraising or gifts in wills.
- Reputation Management: Ensuring all communications and actions related to legacies maintain The Cinnamon Trust’s positive reputation.
- Other tasks: Other tasks from time to time as required.
SKILLS AND ATTRIBUTES
- Strong written and verbal communication skills.
- Meticulous attention to detail.
- Ability to manage a demanding workload and prioritise tasks.
- Numerate: able to understand the presentation of accounts and income data.
- Experience in the charity sector is helpful.
- Knowledge of relevant regulations and legal procedures is beneficial.
- Some knowledge of wills and probate with willingness to engage in training in legacy administration.
Together with such additional general duties as the Employer shall reasonably require having regard to the needs of the Employer’s business as a Charitable Trust.
Assistant Legacy Officer employer: The Cinnamon Trust
Contact Detail:
The Cinnamon Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Legacy Officer
✨Tip Number 1
Familiarise yourself with the charity sector, especially around legacy giving and wills. Understanding the nuances of how charities handle bequests will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Network with professionals in the charity sector, particularly those involved in legacy administration. Attend relevant events or webinars to make connections and gain insights that could set you apart from other candidates.
✨Tip Number 3
Brush up on your communication skills, both written and verbal. Since the role involves sensitive interactions with families and solicitors, being able to convey empathy and professionalism is crucial.
✨Tip Number 4
Stay updated on legal regulations related to probate and legacy gifts. Showing that you are proactive about understanding compliance can demonstrate your commitment to the role and the charity's mission.
We think you need these skills to ace Assistant Legacy Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Assistant Legacy Officer. Emphasise your attention to detail, communication skills, and any experience in the charity sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the charity sector and your understanding of legacy administration. Mention specific examples of how your skills can contribute to The Cinnamon Trust's mission.
Highlight Relevant Experience: In your application, focus on any previous roles or volunteer work that involved record keeping, communication with stakeholders, or compliance with regulations. This will demonstrate your suitability for the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at The Cinnamon Trust
✨Show Your Compassion
As an Assistant Legacy Officer, empathy is key. Be prepared to discuss your understanding of the emotional aspects of legacy giving and how you would handle sensitive communications with families and solicitors.
✨Demonstrate Attention to Detail
This role requires meticulous record-keeping and compliance with regulations. Bring examples from your past experiences where your attention to detail made a significant impact, and be ready to explain how you ensure accuracy in your work.
✨Familiarise Yourself with Legacy Administration
Brush up on your knowledge of wills, probate, and legacy administration. Showing that you have done your homework on these topics will demonstrate your commitment and readiness for the role.
✨Highlight Your Communication Skills
Effective communication is crucial in this position. Prepare to share examples of how you've successfully interacted with various stakeholders, including solicitors and beneficiaries, and how you maintain a positive reputation for your organisation.