Assistant Legacy Manager

Liaising with executors and building relationships to deliver legacy income. To provide effective and efficient administrative support to the Legacy case management team, enabling the team to deliver the objectives relating to residuary and pecuniary legacies.

Client Details

Manage the performance of the Assistant Legacy Officer team

Responsible for monitoring and reviewing case files to ensure appropriate management and efficiency

Set objectives for the team to ensure delivery of the strategy.

To ensure that all case files managed by the Assistant Legacy Officers are dealt with accurately, effectively, in line with KPIs and with sensitivity and respect.

Lead, develop and motivate team to ensure that they have the necessary skills and abilities to meet the current and future needs of the organisation.

Recruit, develop and retain the best people in order to become employer of choice in the charity sector.

Develop and coach team members to excel in their roles and achieve their maximum potential.

Encourage and build a departmental culture which fits within RSPCA and its brand.

Introduce and maintain appropriate performance management mechanisms to ensure the delivery of the department strategy.

Deputise for the Legacy Income Manager

Description

Undertake the administration of all discretionary gifts and life interest pecuniary / specific gifts to the Society

Deal with all activities and review case files in line with team Key Performance Indicators

Research and Investigate to produce papers for Legacy Committee and Finance and General Purposes Panel in respect of legacy case files where there is ambiguity as to the intended beneficiary

To have an enhanced knowledge of the Branch Legacy Scheme and its terms and conditions and assist members of the team with any queries in this regard

To adhere to delegated authority procedures.

Profile

Adhere to the Society's charitable objectives which are to promote kindness and prevent cruelty to animals.

Understand and comply with the Society Code of Conduct.

Take care of their own health and safety and that of others who may be affected by their acts and omissions.

Co-operate with Society policies and procedures.

Excellent written and verbal communications skills including the ability to tailor style to suit a variety of audiences, coupled with the ability to speak confidently with senior colleagues, both within the Society and externally.

IT Skills, preferably with experience of database management systems such as FirstClass, Word, Excel and Google Mail

Excellent verbal and written communication skills.

Excellent problem-solving and analytical skills.

Excellent interpersonal skills and the ability to demonstrate tact and diplomacy and to be empathetic.

Highly organised approach to work and the ability to manage a demanding caseload.

Job Offer

Permanent Role

Competitive Salary