Legacy Administration Manager
2 days ago
Rochester
Harris Hill are delighted to be working with a national charity to recruit for a Legacy Administration Manager in order to manage and administer legacy gifts. This is a pivotal role, ensuring legacy income is maximised, accurately recorded and received in a timely, compliant manner, while always honouring the wishes of legators with sensitivity and care. Working with a high level of autonomy, you will oversee the legacy administration process end to end, building strong relationships with executors, solicitors and co-beneficiaries, and working closely with internal fundraising, finance and data teams. You will also play a key role in identifying and managing risk, resolving complex cases and maintaining best practice processes. As a Legacy Administration Manager you will: • Manage the full legacy administration process, from notification through to receipt of income, • Create and maintain accurate digital and physical legacy records, • Respond sensitively and promptly to all legacy related correspondence, • Review and approve estate accounts, questioning anomalies where appropriate, • Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement, • Identify, escalate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed, • Support and advise lay executors when required, • Follow up stalled or inactive cases to ensure progress, • Maintain and improve legacy administration policies, processes and compliance with relevant legislation and best practice, • Ensure all work is carried out sensitively and in line with GDPR, • Produce reports for Directors and Trustees on the legacy pipeline and contentious cases, • Work collaboratively with fundraising, finance and supporter data teams, • Provide cover for the Legacy and In Memory Manager and support legacy related communications and events To be successful, you must have experience: • Proven experience of managing legacy gifts and estate administration, • Working knowledge of wills, probate, trusts and relevant charity law, • Awareness of inheritance tax, capital gains tax and related regulations, • Experience reviewing estate accounts and identifying issues or anomalies, • Strong organisational skills with excellent attention to detail, • Ability to manage your own workload and progress cases proactively, • Excellent written and verbal communication skills, with a sensitive and empathetic approach, • Confidence assessing reputational, financial and legal risk, • Competence in MS Office (Outlook, Word, Excel) and CRM or legacy management systems, • Experience working within a charity, • Certificate in Charity Legacy Administration (CiCLA), Institute of Legacy Management qualification, or equivalent experience (e.g. legal, paralegal or private practice estate administration) Salary: £35,000 – £38,000 per annum Location: Rochester City Airport Contract: Permanent , hybrid working 2-3 days in the office Closing date: Friday 23rd January at 8am Interview: TBC Recruitment process: Cv and Supporting Statement to If this sounds like you, then please do get in touch ASAP! As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.