Job Description

You are responsible for all aspects of legacy administration, from notification of the legacy gift, efficient case management to receipt of gift. The wider team is responsible for increasing the consideration and intent of individual supporters and the wider public to support communities to have clean water through gifts in wills and in memory giving. Responsible for maintaining our legacy database and creating new case files.

• Be responsible for the accuracy of data added to our legacy database
• Manage the scanning of post and attaching these to case files
• Case management of specific and pecuniary gifts
• Code income and provide monthly reconciliation income reports
• Work closely with internal and external stakeholders to support the successful management of legacy case files

Benefits include:

• 36 days holiday (including Bank Holidays)
• Additional Annual Leave Purchase scheme - up to 5 days
• Generous pension plan with employer contribution of up to 10%
• Flexible working offers - including part-time work, home-working, compressed hours
• Free annual eye tests
• Pay as You Give charitable giving scheme
• Enhanced Maternity and Adoption/Surrogacy pay, Shared Parental Leave and Paternity Leave
• Access to hundreds of retailer and gym membership discounts
• Sabbaticals
• Volunteer Day

Required Knowledge, Skills, and Abilities

You'll have a passion to learn about legacy administration and be motivated by how a person's last wishes to give clean water can be achieved through great legacy case management. You'll have strong attention to detail and experience of data capture. You'll have excellent written and numeracy skills. You'll have the ability to support and proactively work as part of a team. You'll have strong interpersonal skills and the ability to engage with a range of people.