Legacy Administration Manager

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
• A high level of discretion and respect for confidentiality

Desirable:

• 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.