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Interim Legacy Officer

City of London Temporary £18 - £21 per hour View Job Description
We are seeking a skilled Legacy Officer to join a reputable organisation within the Charity sector in London. The role involves managing legacy administration processes and ensuring compliance with legal and organisational standards.
  • Interim Legacy Officer required for immediate start - FULLY REMOTE
  • Work for a well-known charity in London - 3 days a week

About Our Client

This is an opportunity to join a respected organisation within the Charity industry that is committed to making a meaningful impact. The organisation operates as a medium-sized entity with a focus on delivering its mission with professionalism and integrity.

Job Description

  • Manage the administration of legacies in line with legal requirements and organisational policies.
  • Review and process legal documents related to legacies, including wills and probate documentation.
  • Maintain accurate records of all legacy cases and update relevant databases.
  • Provide clear and timely communication with executors, solicitors, and beneficiaries.
  • Ensure compliance with all relevant regulations and internal procedures.
  • Prepare reports on legacy income and case progress for internal stakeholders.
  • Assist with resolving any disputes or issues related to legacy cases.
  • Support the team with additional administrative tasks as required.

The Successful Applicant

A successful Legacy Officer should have:

  • Knowledge of legacy administration and relevant legal processes.
  • Previous working knowledge of working within a charity in a similar role.
  • Strong organisational skills and attention to detail.
  • Proficiency in handling sensitive and confidential information.
  • Effective communication skills for liaising with multiple stakeholders.
  • Ability to work independently and manage multiple priorities.

What's on Offer

  • Hourly rate £18.92 +holiday - PAYE.
  • Temporary contract with the opportunity to gain valuable experience in the Charity sector.
  • Fully remote - 3 days a week (flexible on days)
  • Be part of a professional and supportive team.



If you are passionate about legacy management and are looking for a rewarding role in London, we encourage you to apply.

Contact
Bridget Wilson
Quote job ref
JN-022026-6956871
Phone number
+44 207 269 2105

Job summary

Job function
Legal
Subsector
Charities / Education - Private Practice
Sector
Not For Profit
Location
City of London
Contract type
Temporary
Consultant name
Bridget Wilson
Consultant phone
+44 207 269 2105
Job reference
JN-022026-6956871