Administrative Officer

JOB DESCRIPTION

Our Church & Supporter Engagement team are looking for a Legacy Administrative Executive to be our specialist in legacy administration.

You will be responsible for a dedicated caseload that includes Pecuniary and residuary legacies and deeds of variation, ensuring that our organisation receives its full entitlement in a timely manner, whilst protecting our reputation and adding value to gifts, where possible.

We are looking for someone with experience in:

• Probate administration and legacy administration, including contentious probate
• Working within a customer/supporter focused environment, providing professional and sensitive customer service.
• Working with a dedicated legacy administration database, such as FirstClass
• Probate law and estate administration where a charity has been left either a specific, pecuniary or residuary legacy
• Charity law (as it applies to charity legacies), taxes applicable to estates and probate/trust law and processes

We are looking for a candidate who has:

• Excellent customer service skills, including the ability to build relationships
• Excellent written and spoken communication skills
• Meticulous attention to detail
• Excellent customer service skills, including the ability to build relationships
• The ability to communicate sympathetically with recently bereaved people
• Strong IT skills

Do you match the above? Then please get in touch - we would love to hear from you!

We particularly welcome applications from people with disabilities and those from Black, Asian or Minority Ethnic (BAME) backgrounds (in our UK workforce) as these groups are currently under-represented at our organisation.

Hybrid Working: This role is eligible for hybrid working and you will be required to work from our Teddington office and from your home by agreement with the line manager. Whilst this is a full time role, part time hours may be considered.