Legacy Management Officer

LEGACY MANAGEMENT OFFICER
Salary: £35,500 per annum
Reports to: Legacy Partnership Team Leader
Directorate: Marketing, Fundraising & Engagement
Contract: Permanent
Location: Stratford, London w/ high-flex (working in the office 1-2 days per week) or home-based UK wide depending on the candidate
Hours: 35 per week
Closing date: Sunday 21 January 2024, 23:55
Please note that we may close this role early should we receive enough interest, therefore early application is encouraged to avoid disappointment.
At Cancer Research UK, we exist to beat cancer.
We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you.
This is an exciting opportunity to join the UK's largest charity's Legacy Management Team, whose work makes it possible for gifts in Will's to fund a third of our life-saving research. You will deliver the Legacy product strategy, building first-class professional partnerships and relationships. You will be the first point of contact working with executors to administer estates in a professional and approachable manner seeking to maximise gifts when appropriate.
What will I be doing?
Managing a paperless case load of pecuniary, residuary and life interest trust legacies, dealing with them efficiently and effectively - adding value and safeguarding Cancer Research UK's interest
Corresponding with executors in an engaging and professional manner in line with Cancer Research UK's brand guidelines
Taking pragmatic decisions within own area of responsibility and under the Delegated Authority, promoting Cancer Research UK as an easy to deal with and professional beneficiary
Seeking support and guidance from the Complex Legacy Management team as appropriate,
Engaging with the family and friends of the deceased to thank and acknowledge the legacy, and to provide information about the impact of the gift
Promoting the team within Cancer Research UK, including reporting, and sharing interesting legacy stories
Accurately estimating the value of the legacy and keeping it updated. Undertaking additional checks as required and participating in any pre-audit compliance work
Adhering to the Cancer Research UK financial and Data Protection policies
Undertaking additional activities to support the overall Legacy Strategy and improve how the team works
Through excellent legacy administration, engaging with legacy professionals to create a positive view of Cancer Research UK and legacy charity sector more generally
Supporting the Legacy Partnership Manager implement the engagement strategy, including events and other relationship building activity
Attending engagement events and visits to professionals within your region, where a Legacy Management perspective is beneficial
What are we looking for?
Qualified solicitor or qualified by Experience in probate, trust, and charity law
Knowledge of probate and Accounting knowledge - particularly estate accounts, investment management, share valuations, management accounting and reporting
Tax knowledge, particularly income tax, inheritance tax and capital gains tax
A self-motivator able to work with minimum supervision while taking pragmatic decisions
Strong and A proven time management and organisational skills.track record of success in managing or helping to manage a legacy administration or an equivalent function
Attention to detail/data accuracy, particularly when inputting into the case management system.
Excellent stakeholder engagement and management skills, with the ability to quickly get buy in and work collaboratively
Proven ability to work well under pressure
Ability to identify and build on new opportunities
A flexible approach, to comfortably manage ambiguity and changing environments/contexts
Excellent communication and relationship building skills, creating connections to make great things happen.
What will I gain?
Each and every one of our employees contributes to our progress and is supporting our work to beat cancer. We think that's impressive.
In return, we make sure you are supported by a generous benefits package, a wide range of career and personal development opportunities and high-quality tools, policies and processes to enable you to do your job well.
Our benefits package includes a substantial retirement plan, a generous and flexible leave allowance, discounts on anything from travel to technology, gym membership, and much more.
We don't forget people have lives outside of work too and so we actively encourage a flexible working culture.
Our work - from funding cutting-edge research to developing public policy - will change the world. It's exciting to be part of our team.
How do I apply?
We operate an anonymised shortlisting process in our commitment to equality, diversity, and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview.
Instead, we ask you to complete the work history section of the online application form for us to be able to assess you quickly, fairly and objectively.
For more information on this career opportunity please visit our website or contact us.
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