Legacy Officer
Our client, a well-respected charity, is seeking a Legacy Officer for a maternity cover. This is a great role as it is a flexible part-time role, which also permits working from home on a regular basis, subject to performance and managers discretion.
This role will report to the Director of Governance and Company Secretary and work closely with the Legal and Fundraising teams, this person will strive to maximise legacy income through good file management. You will manage a caseload of pecuniary, residuary and reversionary estates, including approval of estate accounts, whilst at the same time building strong relationships and professional contacts
The successful candidate will have the CICLA qualification and desirably be a qualified Solicitor. Significant legacy administration and charity sector experience in addition to technical expertise in the specialised area of legacies. Sound knowledge, of Wills, Probate & Trust Law, experience of managing own caseload, excellent written and verbal communication skills in addition to be highly numerate and analytical.
To apply for this role, please submit your CV via the portal and contact Isobel Terry.