British Red Cross – Legacy Officer

Job listing

Job Title: Legacy Officer
Organisation: British Red Cross
Salary: up to £37,000 DOE (plus Inner London Weighting, £3,344, if applicable) per annum
Contract Type: Full time, Permanent
Hours: 35
Location: Hybrid (typically one day a week in our London office but willing to be flexible for the right candidate)
Closing Date: 21 November 2023
Interview Date: 29th Nov - 1st Dec

An exciting opportunity has arisen to join the British Red Cross as a Legacy Officer. In this role you will play a key part in ensuring that we receive our full entitlement from any legacy kindly left to our organisation.

A day in the life of a Legacy Officer at British Red Cross

You will be responsible for managing a mixed caseload, as well as having the opportunity to work on a small number of complex and contentious cases. Our team is responsible for ensuring that all legacies left to British Red Cross are administered effectively by the executor and we receive our full entitlement.

This is a fast paced role. Alongside our casework we also ensure that post and income is added to the system weekly and we work in close contact with our finance and income processing team to do so. We are keen to drive efficiency in the team and have a variety of projects to ensure we are the best that we can be. As well as being a busy role, this is an incredibly satisfying role within a very friendly, supportive and hard working team. Legacy Income is a vital source of funds for the British Red Cross, it helps us to continue our work as the world’s emergency responders.

What you’ll bring to the role of a Legacy Officer

We are looking for someone who has experience in either a charitable legacy administration team and/or experience working with the estate administration sector.

  • Demonstrable experience of legacy administration and/or estate administration.
  • Experience of managing and prioritising a caseload.
  • Strong verbal and written communication skills.
  • Ability to build rapport with professional and lay executors.
  • Excellent IT skills.
  • Ability to identify when a case carries financial or reputational risk.
  • Detail orientated.

Closing date for applications is 23.59pm on the 21st of November 2023 with interviews expected to take place on the 29th November, 30th November and 1st of December 2023.

Closed on 21 November 2023

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