Skip to main content

This job has expired

Legacy Officer

Employer
NFP People
Location
Sidmouth
Salary
£25103 - £25103 Per Annum
Closing date
6 Jul 2021

View more

Job Details

Legacy Officer

We have an opportunity for a Legacy Officer to assist the Legacy Manager in the careful administration of legacies, in particular, to maximise the financial benefit from bequests and to promote legacy awareness and good relations with potential and confirmed legacy promises.

Position: Legacy Officer

Location: Based in Sidmouth, Devon – “an area of outstanding natural beauty”

Hours: Full-time 35 hours per week, Monday – Friday 08.30 – 16.30

Salary: £25,103 per annum

Contract: Fixed term contract, until 30 December 2022

Benefits: Generous annual leave, pension scheme, Healthshield plan, confidential counselling service, subsidised restaurant, free parking, enhanced maternity/paternity benefits, Life Assurance Scheme, 31 day’s holiday per year, inclusive of the 8 statutory public holidays. This increases by one day each year until a maximum of 34 days is reached.

Closing Date: Tuesday 6th July 2021

The Role

As Legacy Officer you will work with the Legacy Manager in all areas of administration of legacies.

Responsivities and duties include:

 

  • Read the daily post and emails to consider the contents and prioritise and responding accordingly
  • Check details of assets and liabilities and investments to calculate the Charity’s entitlement and maintain sound legacy records.
  • Check through Estate accounts to ensure the estate is administered properly
  • Update legacy cover sheets to ensure the estate is being dealt with correctly
  • Discuss problematic estates with Legacy Manager and co-beneficiaries and seek legal advice
  • Maintain follow-up diary system to make sure administration of estate is not delayed and cash is brought in promptly
  • Deal with telephone calls and visitors to the Sanctuary (enquiries/promised legacies) to include collation and fielding of queries/issues arising during the absence of the Legacy Manager;

 

About You

As Legacy Officer, you will need to demonstrate a working knowledge and experience of legacy process and previous experience of working within a busy administrative role. Good attention to detail is require as you will be checking details of assets and liabilities and investments to calculate the Charity’s entitlement and maintain sound legacy records. You will create tracking logs where necessary; check estate accounts to ensure the estate is administered properly and the Charity receives full entitlement, including Income Tax Deduction certificates when appropriate in addition to updating legacy cover sheets to ensure the estate is being dealt with correctly and our Charities receive the correct funds.

Excellent communication, IT and organisational skills are essential as is a full driver’s licence.

In return…

You can be part of an evolving program of change taking place within a leading charity working in an area of outstanding natural beauty. With amazing benefits and opportunities to develop you career, you can really make a difference in a fulfilling and rewarding role.

About the Organisation

Our client is one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide. They are working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.

“The Sanctuary is a positive place to work with friendly staff and a wonderful charity. With amazing work throughout the world, once you join you never want to leave!”

Our client is a Disability Confident Employer. They are committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.

You may have experience in areas such as Legacy Marketing, Legacy Relationships, Legacy Manager, Marketing, Fundraising Marketing, Campaign Marketing, Legacy Giving Officer, Legacy Giving, In Memory, Legacy and In Memory Officer, Legacy and In Memory Executive, Legacy and In Memory, Legacy and Giving, Legacy Management, Legacy Fundraiser, Legacy and In Memory Manager, Admin, Administration, Legacy Administration, Legacy Administrator, Administrator.

Company

We are Not-For-Profit People.

We recruit exclusively for organisations in the challenging Not-For-Profit sector. We’re fully behind the charities and bodies that aim to change the world – one project at a time. Whether you’re seeking exceptional leaders, committed staff or a combination of the two, you probably want to know exactly how we’re different and why it matters to you. We don’t do business as usual. We deliver a recruitment solution that replaces clunky, costly, contracted processes with a single, seamless solution.

Company info
Website
Telephone
01234 815658
Location
6 West Street
Olney
Buckinghamshire
MK46 5HR
GB

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert