Legacy Officer / Legal Administrator - Charitable Donations (Permanent)

Job Title: Legacy Officer

Location: Burford, Oxfordshire - flexibility for working from home or the London office for a maximum of 2 days per week

Job Role: Full Time, Permanent

Salary: £26,745 - £30,074

Closing Date: 31st January 2018

It's exciting times at the organisation and this is a wonderful opportunity to work with an amazing team, in an organisation with big plans and a great supportive culture.

They are looking for a highly organised, methodical and efficient person with high integrity and excellent verbal and non-verbal communication skills to provide case handling of your own legacy files together with a full range of support to the Legacy Administration Team.

Key Responsibilities:

• Instructions on sale/transfer of property and investments
• Awareness of Tax implications and ensure applied correctly
• Examine Estate Accounts and only giving approval when satisfied of their completeness and accuracy
• To discharge Executors when satisfied the organisation has received full entitlement
• Question solicitors actions if not satisfied
• Pursuing complaints to the Solicitors Regulation Authority
• Be aware of the Charity's position with regard to merits of claims against estates, working with our advisors to protect the organisation's interest taking particular note of cost v benefit to the Charity and negative media interest
• Represent the organisation at mediation and trial with the advice and support of our advisors, Head of Legacy Administration and Director
• Keep records relating to casework up to date and accurate, both computerised and manual
• Follow procedure as directed by Head of Legacy Administration or their deputy particularly in relation to cash flow forecasting
• Produce Board papers for Deeds and Agreements in a timely and effective manner
• Undertake your role taking decisions in line with current Board Resolution of Delegated Authority

The position is ideally to be based with the Legacy Administration Team in Burford, Oxfordshire, but open to discussing flexible working in London and/or working from home for a maximum of two days a week.

What's required?

• 5 GCSE's or equivalent with passes in Maths and English
• ILM Certificate in Charity Legacy Administration
• Demonstrable experience of working in charity legacy administration
• Communicating effectively and sympathetically with both professional and lay executors and family members
• Working effectively as part of a team to produce high quality results
• Application of excellent organisational skills including the ability to prioritise and handle workload effectively
• Effective communication and liaison with all organisational levels using first class inter-personal and communication skills
• Effective use of Microsoft Office including Word, Excel and Outlook

It would also be great if you had:

• Knowledge of, and ability to use, the "First Class" computerised legacy administration system

What's in it for you?

Working for the organisation is very rewarding; they have been dedicated to helping pets since 1897! They value their brilliant employees and offer competitive benefits including:

• Salary £26,745 - £30,074 per annum
• Employee Assistance Programme
• Pension scheme
• Company Sick Pay

To apply for this role, all candidates must complete the online application process, uploading a CV and covering letter on the organisation's website. When clicking APPLY, please ensure you CHECK YOUR EMAILS for the link to the application portal.

Candidates with previous job titles and experience of; Legal Graduate, Law Graduate, Graduate, Legal Assistant, Wills and Probate Assistant, GDL, LPC, Probate Paralegal, Legal Case Assistant, Legal Executive, Legal Support Assistant, Law Graduate, Paralegal, Legal Administrator, Legal Executive, Legal Handler, Legal Secretary, Family Law Paralegal, Paralegal, Legal Aid may also be considered for the role.