Legacy Administrator

One in three of the charity’s pioneering research projects are made possible by the generosity of people who choose to leave a gift in their Will to Alzheimer’s Research UK. This, and in memory giving, are growing areas at the charity.

This post is crucial to delivering our vision of a future free from the fear harm and heartbreak of dementia. Reporting into the Senior Legacy Administrator, you will be responsible for ensuring all the administration for each case is accurately captured on the database and appropriate communications are sent as and when required. In the short term, you will also support the Legacy Marketing team in delivering excellent stewardship to our supporters.

This is an ideal role for someone who is new to fundraising, marketing or legacy administration, who has a good attention to detail and a commitment to supporter care, and who would like to work within a growing team.

Main duties and responsibilities of the role:

Legacy administration

• Review legacy post, adding relevant documentation to the First-Class database, photocopying or scanning and filling post as appropriate.
• With support from the Senior Legacy Administrator, manage your own pecuniary legacies case load.
• Record new legacy cases and all appropriate information, including income, in the databases and setting up regular reviews in line with the Charity’s policy until the completion of the administration.
• With support from the Senior Legacy Administrator, send appropriate correspondence to the solicitors, executors and next of kin including all relevant information.
• Ensure the charity receives its full entitlement and legal requirements are satisfied by requesting copies of all relevant documentation as outlined by the Senior Legacy Administrator.
• Assist with the end of the Charity’s financial year auditing and accruals process. Support independent auditors as and when required.
• With support from the Senior Legacy Administrator, the Data team and IT team, be able to competently use the different databases the Charity use (First Class and currently Raisers Edge) as well as Microsoft packages.
• Support the Senior Legacy Administrator and the case load when the Senior Legacy Administrator is absent including responding to queries from solicitors, executors and next of kin as well as internal requests.
• Liaise with other members of staff in other departments as and when necessary.

What we are looking for:

• Good knowledge of Word, Excel, Outlook and databases.
• Ability to work with a high level of accuracy and attention to detail.
• Excellent telephone manner.
• Excellent written communication skills.
• Good organisational skills and the ability to prioritise workload
• Professional and hard-working team player that is keen to learn. 
• Able to remain calm under pressure
• Flexibility and adaptability within the role when required
• Willingness and ability to help occasionally with events (possibly elsewhere in UK) and occasional work outside of regular office hours/overtime at peak times

Additional Information:

Ways of working:

Agile - As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office.

Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals.  This includes when attending the office for various meetings/events.

Our Office: Our office is at 3 Riverside, Granta Park, Great Abingdon, Cambridge, CB21 6AD. 

Salary: Circa £23,000 per annum, plus benefits

Please download the Vacancy Pack for more information.

The closing date for applications is the 21st August 2022, with interviews likely to be held week commencing the 22nd August 2022. We would encourage you to submit your application at the earliest opportunity as the closing date may be brought forward at any time. Please indicate in your covering letter if you are unable to attend an interview on a certain date.

We value diversity and are committed to creating an inclusive culture where everyone is able to be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures.  Should you need any adjustments to the recruitment process, at either the application or interview stage, please contact us via the channels on our website. 

How to apply:

Please create an online account using our Online Recruitment System which can be accessed through our Job Vacancies page. You will be able to attach your CV and covering letter to your application and track the status of your application.

*Please note that when applying for this role it will be known as Legacy Executive.

About Alzheimer’s Research UK:

Alzheimer’s Research UK is the UK’s leading dementia research charity dedicated to diagnosis, prevention, treatment and cure. Backed by our passionate scientists and supporters, we’re challenging the way people think about dementia, bringing together the people and organisations who can speed up progress, and investing in research to make life-changing breakthroughs possible.

You will be part of an organisation that has been recognised nationally as an outstanding place to work. In 2021, we were listed 69th in the prestigious 100 Large Best Companies to Work For.  We were also awarded a 2-star accreditation by Best Companies, recognising outstanding levels of workplace engagement and were listed in the 75 Best Companies to Work for in the East of England and the Charity’s 30 Best Companies to Work For.

To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK