This job has expired

Legacy Case Manager

Harris Hill
£37,465 - 40,000 per year
Closing date
1 Apr 2021

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Full Time
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Job Details

A charity based in Reading are looking for a Legacy Case Manager. Legacy Income is the largest, and therefore high profile, income sources for the charity. The efficient and accurate processing of these unique gifts is key to the charities financial and brand health, and this role manages the team to deliver the best outcome for the charity financially, whilst protecting the brand from negative sentiment as part of the activity. The second element to this role is to work closely with the Finance and Fundraising Management team to ensure accurate accounting and income forecasting, given the scale of this income source.
Key responsibilities
Manage the Legacy Case team to process all Legacies to the charity consistently and in line with all Policies and best practice, to ensure the best financial outcome for the charity, and the best quality of data being entered into the First Class system for reporting processes.
Offer expertise at a senior level of Legacy Case Administration, including but not limited to expertise around Inheritance and Capital Gains Tax, Will Trusts, Ex Gratia payments and more general probate matters.
Review and manage all request for authorisation/senior sign off on cases where we are administrator

Person specification
Proven Line Management experience. Substantial experience in Charity Legacy Administration or Estate Administration within private practice. Ability to scrutinise Estate Accounts
A relevant legacy/probate law qualification, including a Certificate in Charity Legacy Administration (CiCLA) and/or STEP. Working Knowledge of First Class 2/4Experience of working with information databases for management information and understanding data in and out processes. Experience of SORP accounting standard and the impact that has on Legacy Income reporting.

Closing date : 19/03/2021


Harris Hill has been providing the Charity and Not-for-Profit sector with high quality recruitment solutions for over 27 years. In the past year we have worked on more than 3,000 charity vacancies (approximately 2,000 permanent and 1,000 temporary) and are continuing to grow, developing new teams to respond to the strong demand for specialist charity professionals.

Our teams focus on specific functions within charities including Fundraising, Marketing/PR/Digital, Data Management & Business Support, Finance, Human Resources, Temporary and Executive-level roles.

We are committed to delivering a level of excellence to both candidates and clients alike and have an unrivalled reputation for finding talented people their ideal charity jobs within the UK's leading national and international charities and non-profit organisations.

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