Help for Heroes - Legacy Case Officer
Cobseo, Can be based anywhere
Help for Heroes - Legacy Case Officer
£36633
Cobseo, Can be based anywhere
- Full time
- Permanent
- Remote working
Posted today, 27 Oct | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
job Ref: 9c094ed00db54a078439b9b68ea7944d
Full Job Description
This role is an exciting chance to be a part of a small but ambitious team and busy programme.
With responsibility for non-contentious files you'll work with colleagues inside and outside the Legacy Team, and external parties, to protect the charity's largest income stream and reputation through careful legacy case management. You'll support our reporting and forecasting activities and will help us protect and future-proof the charity's largest income stream.
With recent professional experience as a charity legacy officer or Wills and Probate solicitor you'll possess detailed and up to date knowledge of relevant legal and tax matters and will have a sound understanding of charity legacy administration. Proactive, committed and with an eye for detail, you'll thrive on solving problems to optimise and expedite gifts left in our amazing supporters' Wills.
You'll demonstrate empathy, insight, common sense and excellent communication skills; and be able to deal with complex and sensitive situations confidently and compassionately. You'll take pride in using your skills and experience to ensure our supporters' final wishes are realised, and making sure Executors feel their hard work has been worthwhile.