Legacy Officer
Employer: Mary's Meals
Location: Remote working from anywhere in the UK
Working hours: Part time, 0.4 FTE
Salary: £30,170 - £34,926
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Duties and responsibilities:
•Set up records and create case files on salesforce for all legacy bequests received from solicitors and from notifications of bequests on the Smee and Ford website.
•Record the details of all legacy bequests in the case file on salesforce.
•Set up a SharePoint folder for the notified legacy bequests.
•Upload all legacy documentation received into the legacy case files on salesforce and into the SharePoint folder.
•Respond to the solicitor or personal executor acknowledging the legacy bequest, thanking the next of kin on behalf of major giving and requesting any further documentation.
•Raise tasks on the salesforce legacy case files as a reminder to follow up with the solicitor or the personal executor as to the progress of the legacy administration.
•Correspond in a timely manner with solicitors and personal executors to enquire into progress of the legacy administration.
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•Throughout the legacy administration process update the legacy case files with notes of the correspondence with the solicitor or personal executor.
•On receipt of the legacy income complete the documentation requested by the solicitor and close the legacy case file on salesforce.
•Escalate any issues identified to the Finance Business Partner Income.
•Review the open legacy case files with the Finance Business Partner Income and follow up on actions raised.
•Highlight any improvements/enhancements to the legacy process to the Finance Business Partner Income.
Essential:
•ILM Certificate in Charity Legal Administration Accredited.
•Experience of using and maintaining databases.
•Excellent administrative and organisational skills.
•Excellent communication skills.
•Experience and familiarity with Microsoft Word, Excel, Outlook and PowerPoint.
•Experience of organising and providing administrative assistance in an office environment.
•Experience of handling a wide range of enquiries and an excellent telephone manner.
•Knowledge of data protection act and responsibilities.
•Clear understanding of confidentiality with written and computerised materials and processes.
•Able to work independently and proactively, with the ability to consult wherever necessary.
Desirable:
•Experience of using Salesforce CRM system.
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