Legacy Administrator

Here at Dorothy House we provide compassionate care and support for people in our community with a life-limiting illness. Our focus is on quality of life, helping patients to live well and die well.

We are excited to be seeking a compassionate and detail-oriented Legacy Administrator to join our incredible fundraising team! As our Legacy Administrator, you will play a pivotal role in supporting patients and their families, as well as help design, develop and fulfil marketing plans and campaigns for Legacies.

LEGACY ADMINISTRATOR | Band 4 £25,147 - £27,596 per annum

Fixed Term - 12 Months

Being a skilled administrator within our fundraising team, you will assist with a case load of legacies here at Dorothy House, as well as

• Assisting in innovating new Legacy fundraising initiatives in order to grow our Legacy enquiries and pledgers in both numbers and value.
• Assuring Dorothy House is delivering a consistently excellent administration service.
• Identifying reasonable opportunities to maximise the gift values and taking appropriate steps to realise these values sensitively.
• Efficiently manage and administer aspects of legacy cases which will include both pecuniary and residual gift.
• Building and maintaining positive relationships with solicitors, executors, and donors' families, ensuring a sensitive and professional approach in all communications.
• Delivering supporter care that exceeds the expectations of people making enquiries about Legacies.
• Adapting and monitoring our existing Legacy marketing so that we remain relevant and the charity of choice in our catchment area.
• Ensuring effective data management and compliance with data protection legislation, ensuring all actions, relationships and communications are methodically logged on the CRM system.
• Collaborate with other members of the wider Fundraising team where appropriate to support on wider fundraising projects.

See our full detailed Job Description on our website for more information.

HOURS OF WORK

This is Fixed Term role working for 12 months from your start date. The role is a Part Time position working 22.5 hours per week, with Hybrid working opportunities available.

ABOUT YOU

Essential requirements:

• A proven record working toward targets and deadlines
• Strong interpersonal skills such as written and verbal communication and be capable of dealing sensitively with patients and bereaved families
• A skilled Administrator with experience using complex databases/IT Systems
• Can demonstrate good attention to detail
• Can work collaboratively across departments
• IT skills in Microsoft software's such as Outlook, Word, and Excel.
• The ability to work within and collaborate with the larger Fundraising team

Desirable requirements:

• Experience of working within a fundraising environment
• Qualification or relevant experience in Legacy Marketing and Legacy Administration and / or Fundraising
• Prior experience of using a Customer Relationship Management (CRM) platform

ABOUT THE BENEFITS

Dorothy House is an incredible place to work; these are just a few of our benefits that we offer to our staff:

• Generous holiday allowance for all roles, increasing with length of service
• Fantastic refer a friend scheme
• Excellent industry leading training and development programmes with many career development opportunities
• Pension with Life Assurance
• Travel and parking - We offer 45p per mile for work travel. There is unlimited free parking in Winsley.
• Cycle to work scheme
• Employee Counselling and Mindful Employer Charter - providing our staff with information, advice and support for those experiencing stress, anxiety, depression or any other mental health conditions.
• Simply Health - Providing insurance against certain everyday healthcare costs such as dental and optical treatments

If this sounds like your ideal job, then we'd love to see your application.

Please note that our vacancies can close at any time once sufficient applications have been received. We therefore encourage early submission of your application.

INTERVIEWS

Interviews for this role are aimed to be held at the beginning of July.