Job Description

You will be responsible for the Legacy Administration’s income processing, invoice processing, ensuring database procedures and reporting are completed, pecuniary legacy casework and the monitoring of internal and external enquiries to the team.

The main duties of your role will be:

• Manage daily post including scanning and allocating new cases
• Process and monitor income received by cheque, BACS and reallocation from other sources ensuring Solchar, Care and FirstClass databases are up to date and correct.
• Review the internal unallocated income report, identifying legacy payments and updating Care and FirstClass.
• Download weekly notifications; open and allocate new cases, update databases
• Process and track invoices received by Legacy Admin team; updating FirstClass
• Manage a caseload of approx. 200 pecuniary legacy cases maintaining good working relationships with solicitors, executors, co-beneficiaries, family and friends, Legion Branches and other Legion entities.
• For casework - deal with incoming correspondence and enquiries, undertake regular case reviews and update all relevant information in line with Key Performance Indicators.
• Provide monthly report on caseloads and circulate income information.
• Manage the Book of Remembrance; work with calligrapher to update regularly, run missing data and in-memoriam reports.
• Maintain the Legacy Administration team library folder to ensure information is up to date and accurate.
• Maintain process manuals relating to administration.
• Update First-class with historical Care numbers as required, ensure Care records are updated, accurate and cleansed.
• Run various housekeeping reports to check for accuracy, completeness and restrictions, highlighting any findings to the Legacy Administration Manager.
• Liaise with internal departments, Branches, Counties, Care Homes and other entities within the Royal British Legion Family regarding restricted legacies.
• Assist case handlers to advise internal departments of restricted fund legacies and ensure they are properly allocated.
• Monitor and manage internal and external enquiries from other teams, supporters, members and the public in relation to legacy administration by phone and email.

Required Knowledge, Skills, and Abilities