The Cinnamon Trust – Assistant Legacy Officer

As we celebrate 40 years of making a difference, The Cinnamon Trust continues to grow, and we want an Assistant Legacy Officer to be part of our journey. Our headquarters in Hayle, Cornwall, is looking for a compassionate, dedicated individual to join the team as an Assistant Legacy Officer. You will play a crucial role in the handling and processing of gifts received through bequests, wills, and estates. With this role, you will work under the guidance of our Legacy Officer and continue to build relationships with the solicitors and executors who contact us on a daily basis.

Working for The Cinnamon Trust isn’t just a job; it’s a unique opportunity to create lasting impacts to countless lives across the nation. Every day, you’ll experience the deep satisfaction and pride that comes with knowing your work truly matters.

MAIN PURPOSE OF THE ROLE:

To support the flow of legacy income ensuring the smooth, efficient and sensitive handling of gifts
received through bequests, wills and estates.
The work requires a close attention to detail, accurate record keeping, and good numeracy.
Appropriate and sensitive written and oral communication with families, legacy supporters and
solicitors is very important. The role requires compliance with legal and regulatory requirements.
In essence, an Assistant Legacy Officer is a vital part of a charity’s fundraising efforts, ensuring that
legacy gifts are processed efficiently and effectively, maximising their value and impact. Most of all,
it is about honouring the wishes of those who support us by way of gifts in their Will.
Although the role of Assistant Legacy Officer sits within the Finance Team, it will also include some
elements of legacy fundraising and marketing in collaboration with the Marketing and Fundraising
team. This includes promotion of our free Will service and supporting promotion of legacy giving
through campaigns and events.

MAIN DUTIES & RESPONSIBILITIES:
Legacy Administration:
Managing a caseload of legacies (pecuniary, specific, etc.), ensuring the organisation
receives its full entitlement, and keeping records up-to-date.
Communication:
Interacting with solicitors, executors, and other beneficiaries, responding to inquiries, and
providing updates on legacy progress.
Record Keeping:
Maintaining accurate and detailed records on the organisation’s Digbi system, ensuring
compliance with regulations and facilitating reporting.
Compliance:
Keeping abreast of probate matters and ensuring the charity’s legal responsibilities are balanced
with reputational considerations.
Collaboration:
Working closely with the Senior Legacy officer and with other teams, when necessary,
such as Pet Profile, Finance or Marketing teams in relation to legacy giving, legacy
fundraising or gifts in wills.
Reputation Management:
Ensuring all communications and actions related to legacies maintain the The Cinnamon
Trust’s positive reputation.
Other tasks
Other tasks from time to time as required.

Closed on 28 August 2025

---

← Job opportunities