Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
We’re searching for an experienced Legacy Officer, who will play a vital role in ensuring every gift left to Dogs Trust in a will reaches its full potential. This role sits at the heart of our work, as every legacy makes a difference to the dogs we support.
Responsibilities
- Manage a caseload of pecuniary, specific, life interest, and residuary legacies, ensuring the charity receives its full entitlement and maximising value where possible.
- Liaise with external stakeholders, such as executors or solicitors, handling sensitive conversations efficiently and professionally.
- Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.
- Represent the charity’s interests in all legacy-related correspondence, handling queries from legal professionals and the public with professionalism.
- Maintain accurate records using the First Class 4 database, support with reporting, and escalate significant matters to senior legal staff as needed.
Requirements
- Proven experience in legacy administration.
- Good knowledge of wills, probate, tax and trust law.
- Excellent attention to detail.
- Highly organised.
- Demonstrate experience of managing and prioritising own caseload.
Skills
- Legacy administration
- Wills
- Probate
- Tax law
- Trust law
- Stakeholder liaison
- Record keeping
- Reporting
- First Class 4 database
Location
- London
Work Type
- Permanent - Full Time
- Onsite
Experience Level
- Experienced
Education Level
- Certificate in Charity Legacy Administration is desirable.
Salary/Compensations
- £39,975 per year
Benefits
- Benefits
About the Company
- Dogs Trust