Mary’s Meals is a global movement supported by people from all walks of life and we are focused on one goal – that every child receives a nutritious daily meal in a place of education. We offer more than just a career, we offer the opportunity to support our global movement in a dynamic and inclusive environment with a real focus on personal development.
We are recruiting for a dedicated Legacy Officer to join our Finance team and be responsible for the administration of the legacy income process. Reporting to our Finance Business Partner, you will take ownership of the recording of our legacy income, an important area of growth for Mary's Meals.
- 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.
- 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.
- 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.
Please see the recruitment pack below for full details of the role.
How to apply
To apply for the role of Legacy Officer based at Mary’s Meals UK, please send a tailored CV and covering letter or 2–3-minute video to: Jobs@marysmeals.org.
Your covering letter or video should make a compelling case for why you feel motivated to apply for this role within Mary’s Meals UK, as well as giving a concise overview of your most relevant skills and experience, and should fill no more than two pages of A4.
Applicants must hold full right to work in the UK.
We welcome applications from candidates of all different backgrounds and identities to apply. We are committed to building an inclusive and diverse charity providing a supportive place for you to do the best and most rewarding work of your career.
Applications will be reviewed on an ongoing basis and interviews arranged accordingly.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.