Guardian Jobs · 2 weeks ago
Legacy Administration Manager, HARRIS HILL
Rochester, NY
Full-time
Hybrid
Mid, Senior Level
£35K/yr - £38K/yrHarris Hill is working with a national charity to recruit a Legacy Administration Manager to manage and administer legacy gifts. This pivotal role involves ensuring legacy income is maximized and accurately recorded while honoring the wishes of legators with sensitivity and care.
Marketing & Advertising
Responsibilities
Manage the full legacy administration process, from notification through to receipt of income
Create and maintain accurate digital and physical legacy records
Respond sensitively and promptly to all legacy related correspondence
Review and approve estate accounts, questioning anomalies where appropriate
Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement
Identify, escalate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed
Support and advise lay executors when required
Follow up stalled or inactive cases to ensure progress
Maintain and improve legacy administration policies, processes and compliance with relevant legislation and best practice
Ensure all work is carried out sensitively and in line with GDPR
Produce reports for Directors and Trustees on the legacy pipeline and contentious cases
Work collaboratively with fundraising, finance and supporter data teams
Provide cover for the Legacy and In Memory Manager and support legacy related communications and events
Qualification
Required
Proven experience of managing legacy gifts and estate administration
Working knowledge of wills, probate, trusts and relevant charity law
Awareness of inheritance tax, capital gains tax and related regulations
Experience reviewing estate accounts and identifying issues or anomalies
Strong organisational skills with excellent attention to detail
Ability to manage your own workload and progress cases proactively
Excellent written and verbal communication skills, with a sensitive and empathetic approach
Confidence assessing reputational, financial and legal risk
Competence in MS Office (Outlook, Word, Excel) and CRM or legacy management systems
A high level of discretion and respect for confidentiality
Preferred
Experience working within a charity
Certificate in Charity Legacy Administration (CiCLA), Institute of Legacy Management qualification, or equivalent experience (e.g. legal, paralegal or private practice estate administration)
Company
Guardian Jobs
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51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase