Legacy Administrator Jobs in Toton, Derbyshire
Inspire one gift in a will. Help fund a third of our research. Improve countless lives.
Legacy Management Officer
£34,000 - £36,000 per annum +
Reports to: Senior Legacy Partnership Manager (Friends and Family)
Directorate: Marketing, Fundraising & Engagement
Contract: 12 month fixed-term contract
Hours: Full time 35 hours per week
Location: Home-based
Visa sponsorship: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.
Closing date: 20 July 2024, 23:55
This vacancy may close earlier if a high volume of applications is received or once a suitable candidate is found, therefore we strongly recommend that you apply early to avoid disappointment. If you require more time to apply as part of a reasonable adjustment, please contact as soon as possible.
Recruitment process: One competency-based interview with a 10-minute task included.
Interview date: From the week commencing 22 July 2024
How do I apply? We operate an anonymised shortlisting process in our commitment to equality, diversity, and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to fully complete the work history section of the online application form for us to be able to assess you quickly, fairly, and objectively.
At Cancer Research UK, we exist to beat cancer.
We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you.
Legacy income from gifts in wills generates a third of Cancer Research UK's income towards our life-saving research (In 2022/23, we raised £261m in legacies). Therefore, the Legacy Management team is essential to the future success of our mission.
As a Legacy Management Officer, you will join the Friends & Family Legacy Management team as part of the UK's largest charity. You will play a valuable role in delivering our Legacy Product Strategy by managing a caseload of pecuniary, residuary, and life interest trust legacies and building collaborative relationships with solicitors, law firms and other professionals involved in legacy giving or Wills substitutes. You will play a key role in being the first point of contact for our supporters/members of the public and in administering estates generously donated to Cancer Research UK by our deceased supporters/ donors in a professional and approachable manner.
Your legacy by the end of this contract will be to have had a deeply human and meaningful impact by engaging with the family and friends to thank, recognise, and share the impact of their loved one's legacy in bringing about a world where everybody can lead longer, better lives, free from the fear of cancer. If you have a Legacy Management or Legal background with experience in probate, trust, and /or charity law, we would love for you to join our mission.
What will I be doing?
Managing a paperless caseload of pecuniary, residuary, and life interest trust legacies within your region ensuring to deal with them efficiently and effectively while adding value and safeguarding Cancer Research UK's interests.
Corresponding with executors engagingly and professionally in line with Cancer Research UK's brand guidelines and values, and the Charity Commission.
Making pragmatic decisions in line with the Delegated Authority while promoting Cancer Research UK as an easy-to-deal-with and professional beneficiary.
Seeking support and guidance from the Complex Legacy Management team when appropriate.
Building relationships with lay executors (non-professional executors) and engaging with the family and friends of the deceased to thank and acknowledge their loved one's legacy, and to provide information about the impact of their gift/ will.
Promoting the team within Cancer Research UK which will involve reporting on and sharing interesting and impactful legacy stories.
Accurately estimating and updating the value of each legacy gift ensuring to undertake additional checks as required and participating in pre-audit compliance work.
Adhering to Cancer Research UK's financial and Data Protection policies.
Undertaking additional activities to support the overall Legacy Strategy and improve the team.
Providing excellent legacy administration and engaging with legacy professionals to create a positive view of Cancer Research UK and the wider legacy charity sector.
Supporting the Legacy Partnership Manager in implementing the engagement strategy (including events and other relationship-building activities).
Attending engagement events and professional visits within your region where a Legacy Management perspective is beneficial. Such as:
Supporting the wider Legacy Management team and other Fundraising & Marketing teams with Family & Friends Legacy engagement activities, supporter queries, and events.
Being the first point of contact for legacy queries from supporters and members of the public.
What are you looking for?
Legacy Management or Legal background. Ideally is a qualified solicitor (or qualified by experience) in probate, trust, and charity law.
Knowledge of probate and trust law.
Accounting and Tax knowledge (particularly estate accounts, investment management, share valuations, management accounting, reporting; income tax, inheritance tax, and capital gains tax).
Strong attention to detail/data accuracy (particularly when inputting into case management systems).
Proven time management and organisational skills. This includes:
A track record of working under minimal supervision while managing or helping to manage a legacy administration or an equivalent function.
A flexible approach and comfortable in navigating ambiguity and challenging environments/ contexts (such as engaging with the family and friends of deceased donors).
Excellent stakeholder engagement and management skills with the ability to gain buy-in and collaboration.
Excellent communication and relationship-building skills with an ability to create connections that make great things happen.
Our organisation values are designed to guide all that we do.
Bold: Act with ambition, courage and determination
Credible: Act with rigour and professionalism
Human: Act to have a positive impact on people
Together: Act inclusively and collaboratively
We're looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.
If you're interested in applying and excited about working with us but are unsure if you have the right skills and experience we'd still love to hear from you.
What will I gain?
We create a working environment that supports your wellbeing and provide a generous benefits package, a wide range of career and personal development opportunities and high-quality tools. Our policies and processes enable you to improve your work-life balance, take positive steps in your career and achieve your personal wellbeing goals.
You can explore our benefits by visiting our .
Additional information
If you want to know more about this role, here is a . Please note this is a generalist profile used for internal & external purposes meaning we don't expect candidates to meet all the criteria included (we will be shortlisting based on the criteria advertised).
For more information about working with us please or contact us at .
For more updates on our work and careers, follow us on: , , , and .
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Talent Set are delighted to be working with Barnardo’s to find their Senior In Memory & Legacy Marketing Executive.
Barnardo’s offer a fully remote working environment, with occasional travel to their offices for meetings.
Reporting into the Legacy Marketing Manager, you will lead and manage the regular recruitment of in-memory supporters via a range of channels including direct mail, telemarketing, broadcast and digital media, events and other channels. You will be responsible for excellent supporter stewardship and developing the free wills programme.
Key Responsibilities:
· To lead on creating and implementing a new offline and online in[1]memory marketing and stewardship programme which will include: managing data selection briefs, creating creative briefs, developing content and artwork using internal or external resources and liaising with other teams as appropriate.
· Manage the administration of and reporting on the Free Will-writing schemes. Manage the promotion of the Free Will schemes in direct mail, telemarketing campaigns as well in digital channels.
· Manage Barnardo’s in-memory digital journeys, working with Barnardo’s Digital Fundraising team to manage website content, optimise website user experience and develop digital journeys.
· With the support of the Legacy Marketing Manager, develop and test a legacy events programme.
· Ensure accurate data input of supporter information on the supporter database, supporting the capture of response data into results spreadsheets, monitoring and circulating results. Responsible for collating monthly reports and other reports for the Team as appropriate.
· Manage fulfilment and thanking processes, ensuring that all donors are thanked with appropriate sensitivity using online and offline communication channels.
· To support the overall Legacies team promotion of the importance of gifts in Wills and in-memory giving to internal and external audiences.
Person Specification:
· Highly desirable to have in-memory experience and Legacy Marketing knowledge, ideally gained in a large organisation, and a strong understanding of Direct Marketing, with a track-record of success.
· Experience of managing direct marketing campaigns across a wide range of media, including managing creative production, writing data briefs, managing print production and monitoring results.
· Experience of using data and insight to inform future plans.
· Experience of influencing and negotiating with stakeholders that have differing priorities across departments in order to achieve common goals.
· Ability to accurately input data, maintain systems and report from team databases.
· Effective and sensitive relationship management of legacy and in-memory supporters.
To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.
We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.
DUTIES AND RESPONSIBILITIES
Programme Coordination and Project Delivery
- To work closely with the Director of Strategy and Programmes to coordinate and support the delivery of all our programmes to achieve the outputs and outcomes agreed with our funders.
- To support with event management both online and face to face including providing technical support to participants on platforms for online training, including driving all courses hosted on Zoom, and providing excellent customer service to all engaging with our work.
- To support evaluations through providing and analysing data to use in reporting to funders and stakeholders.
- To lead on programme administration and funder updates, including tracking key data on platforms including Arts Council Annual Survey, Julie’s Bicycle, Illuminate and Salesforce.
- To support with the administration of programme activity by attending and writing minutes for key meetings, drawing up programme contracts, aiding with diary management, filing, liaising with key personnel, and conducting phone or zoom conversations as needed.
- To support with the financial administration of our programmes through invoicing and managing participant expenses.
- To take part in training and attending any networking events as required, including potential out-of-hours events such as our 3-day residentials, to represent Cause4 externally when required.
- To contribute to Cause4’s overall business development when required, and being pro-active in terms of personal development, working alongside the line-manager to build key objectives for growth within Cause4.
Marketing and Communications
- To oversee and manage the day-to-day communications of our programmes, including managing our dedicated programme inboxes, liaising with participants, trainers and partners as needed.
- To set-up and publicise key events, projects and training opportunities on all programme websites and relevant platforms, including Eventbrite.
- To support the Programmes team to achieve public-facing training sales targets for our programmes through implementation of the marketing plan.
- To support with communications and marketing by curating social media content (SmarterQueue), programme newsletters (Mailchimp), graphics (Canva), and blogs.
- To support updating the website on a regular basis with support from the web designer and to be a coordinating lead and contributor in writing for key publications such as the digital Now, New and Next publication.
- To research and develop our audiences and networks, in line with our priority areas, regularly updating our databased to ensure key contacts are in place.
- To lead on the analytics of our marketing data, collating vital information from SmarterQueue, Twitter, LinkedIn and Google Analytics.
This is a remote (home) working role, with opportunities to meet with the Cause4 team at regular events throughout the year in London, Cambridge, and other locations.
PERSON SPECIFICATION
To deliver the role, we’d expect you to have the following skills and experience:
- Some existing project management experience in the arts, heritage or culture sectors, or an equivalent role where your skills can be transferred to the above responsibilities.
- Demonstrable commitment to Cause4’s values.
- A broad understanding and interest in the arts, culture and heritage sectors in England.
- A thorough approach to research and attention to detail and exceptional writing skills with the ability to write in different forms and styles.
- The ability to manage budgets and a track record of achieving targets.
- An ambitious individual that is keen to develop knowledge and skills for future leadership roles in the cultural sector.
- IT literate with experience of working with Microsoft applications including Word, Excel, PowerPoint.
- Experience of database administration is also desirable, as is confidence in managing online platforms such as Zoom or Teams.
- Thrives on working to tight deadlines, and able to turn work around within a short time span where demands are liable to change at short notice.
- Excellent social skills, able to operate with diplomacy, tact and empathy.
- Outwardly focussed and interested in new developments and sector trends,
- Ability to think laterally to maximise opportunities to promote the work of the organisation, with a commitment to tackling multiple priorities.
- Conscientious, positive ‘can-do’ attitude, and a team player who is also able to work independently and show initiative.
- Passionate commitment to the work of charities, and a strong awareness of sector potential in a challenging funding context.
The client requests no contact from agencies or media sales.