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Legacy Administration Officer

Permanent, Full Time
£26,000 to £30,000 per annum
Start Date:
Job Ref:

We are looking for a Legacy Administration officer to manage a busy and varied case load of specific, residuary and reversionary bequests for a well loved community healthcare charity.

The CharityA well known community health chairty with a fantastic brand. They offer great benefits and fully remote working/hybrid options available.

The Role
To play a key role within the Legacy Administration Team by managing a busy and varied case load of specific, residuary and reversionary bequests.
To optimise legacies bequeathed in the shortest possible time, dealing with solicitors, banks and personal executors in an efficient and courteous manner, so seeking to enhance the charitys reputation and encourage future legacies.
Ensure that all incoming correspondence is dealt with in a timely manner (as defined by internal service level agreements).
Respond to incoming enquiries by telephone and email, ensuring the appropriate legacy case files are updated accordingly.

The Candidate
Highly organised - able to deal with a busy and varied workload through effective prioritisation
Good verbal and written communication skills
High level of computer literacy (ie. Word processing, email and spreadsheets etc)
Excellent attention to detail
Strong interpersonal skills, with the ability to build and maintain solid working relationships internally, but also with supporters, personal executors, solicitors and other charity beneficiaries


Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

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