Legacy Officer

Recruiter
Confidential
Location
Sidmouth
Salary
Competitive
Posted
15 Jun 2021
Closes
07 Jul 2021
Sectors
Sport & Leisure
Contract Type
Contract
Hours
Full Time
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: GBP25,103 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.
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