Legacy Case Manager

Legacy Case Manager needed for major charity in Reading

REED recruitment are delighted to be working to find a ‘Legacy Case Manager’ for a very well-known charity.


Contract Type:
Permanent
Location: Reading
Hours: 35 hours per week
Working pattern: 9am to 5pm, Monday to Friday
Interview dates: 15th/17th October

We are looking for a confident and organised individual with proven line management experience to join the charities Legacy Case administration team.

This is a key role which will support the estate administration of the charitable bequests left to the charity each year.

This role will support the team to process the wide variety of different bequests, whilst ensuring excellent records and accuracy.

Another key element of this role is to be the key liaison between the Legacy Manager and Finance in terms of financial reporting and income forecasting.

We cannot provide sponsorship for the role.

Requirements include;

-  Substantial experience in Charity Legacy Administration or Estate Administration within private practice

- Ability to scrutinise Estate accounts

- Experience of managing a Legacy administration team

- Knowledge of Probate Law, Charity Law, UK Tax Law, Fundraising Regulator codes and GDPR principles.

If this role is of interest to you please let me know and I will send a full job spec to you.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 36318366

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