Legacy Officer

Legacy Officer – Administration

21 hours per week

This is an exciting opportunity to assist with the effective administration of legacies in order to optimise the benefit from each estate in which the Brooke is a beneficiary.

The role will be responsible for administering a caseload of residuary and pecuniary legacies, and for supporting the Legacy Administration Manager and the wider team.  This will involve reviewing ca. 150-200 residuary cases, dealing with incoming correspondence and payments, and handling calls from executors.  We can offer some flexibility over hours for a suitably qualified applicant.

You will have excellent written and verbal communication skills and able to build effective working relationships with a diverse range of internal and external stakeholders.

You will be experienced in legacy administration, ideally having been responsible for a case load and have a strong track record of providing high quality administrative support.

Excellent organisation skills and the ability to prioritise effectively to meet targets and deadlines are key for this role. As well as being able to work well independently, being a good team player is key, to work well collaboratively as part of the Legacy team and wider Fundraising Directorate.

If you are interested in the role and meet the criteria, we will look forward to hearing from you.

Closing date: Wednesday 11 August 2021 

Interviews to be held on: Monday 23 August 2021