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Legacy Administration Manager

Royal Osteoporosis Society
Job LocationBath
EducationNot Mentioned
Salary39,487 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time Work from home

Job Description

Part timeHybrid or Fully RemoteRole overviewWe are a dedicated, inspiring and forward-thinking healthcare charity in which legacies contribute a significant proportion of the income, funding around half of the charitys work.We are looking for a Legacy Administration Manager who ideally has a Law Degree, STEP or Institute of Legacy Management Certificate in Charity Legacy Administration or similar formal legal qualification.In this role, you will solely be responsible for administering a portfolio of legacy administration cases left to the charity.You will plan, schedule and monitor work to meet deadlines and other requirements (financial, legislative etc), to ensure that the wishes of testators are adhered to. Communicating with both professional and lay executors, friends, family and co-beneficiaries,in an appropriate sensitive manner, will be key to this role.In addition to producing monthly financial reports and budget forecasting, youll produce monthly and annual accrual report and assisting with annual audit.

  • Are you an excellent communicator who is able to work with a range of people and have empathy for others
  • Do you have significant experience in administering legacies within a voluntary organisation, including ownership of a caseload
  • Are you experienced at making decisions on legal issues
  • Do you have significant knowledge of the law of Wills, tax, contentious and non-contentious probate matters, charity and property law
If this is you, and youre looking to join a fantastic organisation and team where you can really make a difference, wed love to hear from you.Location - you would benefit from the flexibility to work fully remotely with adhoc visits to the office or if local, on a hybrid basis with the expectation to attend our amazing central Bath office, at least 20% of your time each month.How to applyTo apply, applicants should provide a comprehensive CV, including details of relevant experience and achievements. This should be supplemented by a supporting statement in a cover letter, demonstrating how your skills and experience meet the person specification.We particularly welcome qualified applicants from ethnic minorities as they are under-represented in the team.Want to know more For more details on this exciting role, please download the job description. The closing date is midnight on 31 October 2022.Contract type PermanentHours 22.5 hour a week / 3 days a weekSalary Up to £39,487 per annum pro rataBenefits Competitive - benefits which include a competitive pension and holiday entitlement, life assurance, training and development investment, shopping discounts, cycle to work scheme and an Employee Assistance Programme.ref: 137 324

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