Legacy Administration Assistant

Posted by Alzheimer's Research UK

Legacy Administration Assistant

CB21, Cambridge

Circa £12,000 pro rata per annum (FTE £20,000)

permanent,part-time

LAA/19/01

About the organisation

Who We Are

Alzheimer’s Research UK is the UK’s leading dementia research charity dedicated to diagnosis,... Read more

Job Description

Alzheimer’s Research UK is the UK’s leading dementia research charity dedicated to diagnosis, prevention, treatment and cure. Backed by our passionate scientists and supporters, we’re challenging the way people think about dementia, bringing together the people and organisations who can speed up progress, and investing in research to make life-changing breakthroughs possible.

We are looking for a part time Legacy Administration Assistant to join our legacy fundraising team. If you have excellent communications skills and keen to learn then this could be the role for you. You will be supporting the Legacy Administrator in managing the gifts that generous supporters have left to Alzheimer’s Research UK in their Will. You will liaise with a range of different stakeholders both internally and externally to ensure the Charity receives the generous gifts supporters have left it in their Will.

Legacies account for a third of the income the Charity receives therefore the Legacy Administration Assistant will play a pivotal role in ensuring the Charity receives what it is entitled to.

You will be responsible for ensuring excellent customer care for both internal and external stakeholders including solicitors and next of kin. As well as providing support to the Legacy Administrator you will have the opportunity to manage your own cases and develop your knowledge and understanding of this important area of work within the charity.

This position is available part time, over 22.5 hours per week. There is flexibility on the hours per day and days worked per week.

Main duties and responsibilities of the role:

  • Reviewing legacy post; adding relevant documentation to the First-Class database, photocopying and filling post as appropriate.
  • With support from the Legacy Administrator, manage all pecuniary legacies.
  • Recording legacy cases and all appropriate information in the databases.
  • With support from the Legacy Administrator, correspond with the solicitors or executors and send appropriate letter of condolence to the next of kin, together with data protection opt in forms and any other relevant information.
  • Setting up regular reviews in line with the Charity’s policy until the completion of the administration.
  • Liaising with stakeholders both internally and externally.
  • Satisfying the requirements of SORP 2015 to ensure the Charity receives its full entitlement by requesting a copy of the relevant documentation as outlined by the Legacy Administrator.

Location: Granta Park, near Cambridge.

Salary: Circa £12,000 per annum, pro rata, plus benefits (Full time Equivalent, £20,000 per annum)

Please download the Vacancy Pack for more details.

The closing date for applications is the 4th April 2019, with interviews to be held on the 16th April 2019. Please indicate in your cover letter if you are unable to attend on this date.

In order to be considered, please create an online account using our Online Recruitment System which can be accessed through our Job Vacancies Page. You will be able to attach a CV and covering letter to your application, track your application and view other vacancies that may be of interest.

To view further details about this role and the benefits of working for us please visit the Alzheimer’s Research UK website.

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