Jobs

JOB PURPOSE

This job exists in order to (i) provide high quality advice on and effective management of the administration of legacies and legacies income received by the Trust on a day to day basis, and (ii) ensure the proper processing of legacy income and establishment of restrictions on legacies funds received.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

The Key Purposes of the Job will be met by:

• Working with the Fundraising, Finance, and Legal teams to establish and maintain an effective end to end process for the administration of legacies income in the Trust;
• Planning, budgeting, and regularly reporting on the receipt of legacies income by the Trust over a rolling biennial cycle;
• Providing advice, recommendations and assistance on the management, administration, and use of legacies income by the Trust on an operational basis (whilst under the guidance of the Trust’s solicitor for any unusual or sensitive matters);
• Working with the Finance, Fundraising, and Legal teams to manage the administration of all legacy income received by the Trust to ensure a full and proper accounting for all legacies income due;
• Maintaining accurate records of legacies income on both the CRM and Finance systems;
• Managing the Trust’s relationships with executors and solicitors acting on the winding up of estates in which the Trust has an interest to ensure the proper and timely receipt of funds and the maximum possible value of funds in line with the legator’s wishes;
• Establishing and nurturing excellent relationships with executors to ensure that the reputation of the Trust is upheld:
• Liaising with co-beneficiary charities and managing good relationships to ensure the proper and timely receipt of funds
• Working with the Finance, Fundraising, and Legal teams to manage the administration and scrutiny of liferent and other trusts in which the Trust has an interest;
• Liaising closely and working collaboratively with the Trust’s fundraising team to ensure excellent supporter relations are maintained; and
• Liaising closely with the Trust’s finance team to ensure the proper accounting and, where appropriate, restricting of legacies income.

The current duties of this job do require a criminal records (Disclosure Scotland) check to be carried out.

Application Deadline: Friday 09/12/2022