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Legacy Officer

Clearwater People Solutions Ltd
Job LocationLondon
EducationNot Mentioned
Salary30,000 - 40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract , full-time

Job Description

A chance to work one of the most well-known charity has arisen. They are looking for 2 x Legacy Officers to join their team on a fixed term contract of 12-months. Legacy plays a vital role in funding for the charity and by joining their team you will playan integral part in helping to ensure this income continues.You will be confident, compassionate and be able to work under pressure. This role is predominantly remote but will require a team collaboration in their offices based in London once a month and maybe additional meetings as and when needed.For this role they would look to hire someone with experience in Probate and Paralegal looking for a change into Legacy Officer so dont worry if you dont tick every boxKey Responsibilities of the Legacy Officer

  • Managing a large caseload of residuary and life interest case files.
  • Proactive involvement in property and other asset sales.
  • Checking, approving or querying Estate Accounts, ensuring correct funds are received and if not, investigating the matter.
  • Management of a caseload of cases where the charity is Executor, Administrator or Trustee, under guidance from the Senior Legacy Officers.
  • Ensuring legacies are correctly allocated in accordance with the wishes expressed in the will.
  • Ensuring that all incoming correspondence is dealt with in accordance with team KPIs.
  • Identify stories and information which will help the charity promote the benefits of legacy giving.
  • To become involved in other ad hoc tasks as required
Experience and Qualities needed for the Legacy Officer
  • Exercise sound professional judgement in decision making, especially where there is a financial implication.
  • Self motivated with the ability to work individually and as part of a team.
  • Excellent interpersonal skills and the ability to demonstrate tact and diplomacy and to be empathetic.
  • Highly organised approach to work and the ability to manage a demanding caseload.
  • High awareness of reputational issues.
  • Excellent verbal and written communication skills.
  • Excellent problem-solving and analytical skills. Postgraduate degree or equivalent experience.
  • Ability to assess risk and profitability.
So if you have a positive can-do approach to daily tasks and thrive in an inclusive people orientated environment then wed love to hear from you!

Keyskills :
paralegalprobatelegacy officerGift in willgifts in will

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