Job Title:Legacy Administrationmanager

Job title:Legacy AdministrationManager

Job reference: LAE2429

Department: Individual Giving - Legacies

Location:London

Reports to: Individual Giving Manager – Legacies

Accountable To: Individual Giving Manager - Legacies

Job Purpose/Summary

Purpose of role: To liaise with Executors of estates where gifts are left in Wills to Marie Curie, with family members, with other professionals and with co-beneficiary organisations in order to:

•Optimise the value of legacies to Marie Curie, balancing the need to maximise income and enhance the organisation's reputation.

•Represent the organisation in a positive light to the families, professional and non-professional Executors and others connected with legacies to Marie Curie to help support future gifts.

•To take steps where appropriate to ensure that the Trustees of Marie Curie are both properly represented and protected from liability.

Key relationships

Internal:

Individual Giving Manager – Legacies, Head of IG, Director of Finance, General Counsel & Company Secretary, Legacy Team members, Heads of Regional Fundraising, Head of Corporate Fundraising, Head of Major Gifts, Heads of Regional Nursing Services, Hospice Managers, Head of Shops, Head of Volunteering and Volunteering managers.

External:

Solicitors/Legal representatives and executors, Co-beneficiaries of Wills (charities, personal beneficiaries), Professional Bodies (Law Society, Inland Revenue, ILM etc),

Accountabilities (Duties & Responsibilities)

•To manage the administration of all legacies to Marie Curie.

•To provide leadership and line manage staff undertaking legacy administration ensuring that all team members are developed and receive suitable training for their posts.

•To undertake regular training to enhance his/her own skills as a manager, a legacy administrator and as part of the fundraising function of the organisation.

•To liaise with the Director of Finance or such other Directors as may be required regarding issues such as Deeds and indemnities.

•To provide recommendations for action on any legacy case where such action needs to be sanctioned by senior management or Trustees, such as where litigation is underway, there may be a risk to the charity's reputation or expenditure which may be greater than sanctioned for this post.

•To undertake personally the administration of more complex cases such as all residuary and Will Trust legacies and specifically those cases of any type which may involve contentious issues, issues regarding land, PR risks or other issues which require a high level of experience.

•To liaise regularly with the Legacy Manager regarding the progress of high-value and high-risk cases and in general regarding the management of the legacy administration function.

•To ensure that all legacies are recorded in the Legacy Database

•To provide reports as required on legacy numbers and values and assist in the calculation of the year end accrual.

•To liaise with the legacy fundraising and communications functions of Marie Curie Cancer Care in relation to any information or stories relating to legacies which could enhance the organisation's future income.

•To liaise with families, Executors (or their instructed agents), other professionals (such as surveyors) and co-beneficiaries in the carrying out of the above tasks, representing the charity in a favourable light.

•To instruct solicitors to investigate and represent the charity regarding claims and other contentious and non-contentious probate matters, with the agreement of the Legacy Manager.

•To ensure that all procedures and policies relating to legacy administration are updated regularly.

•To instruct solicitors to carry out estate administration on behalf of the charity’s Trustees where Marie Curie Cancer Care is named as Executor

•To be responsible for keeping records for the Trustees' inspection of indemnities given and ex-gratia payments sanctioned.

•To be responsible for the keeping of records of income tax to be reclaimed from HMRC through Statements of Estate Income.

•To be the “go to” person for all legacy administration matters and to actively promote the work of the department allowing for more detailed understanding and transparency.

General

In addition to the specific duties and responsibilities outlined in this job description, all Marie Curie Cancer Care employees should be aware of their specific responsibilities towards the following:

• Marie Curie Cancer Care operates a no-smoking policy. The post holder should either be a non-smoker or be prepared not to smoke in any Charity premises, grounds or vehicles or when on Marie Curie Cancer Care business outside the office.
• Adhere to all health and safety and fire regulationsand to co-operate with the Charity in maintaining good standards of health and safety.
• Uphold ethical and professional standards and not behave in a manner that is likely to bring the Charity into disrepute.
• Promote and sustain a responsible attitude towards equal opportunities and diversity within the Charity.
• Demonstrate a commitment to ongoing registration requirements or any national professional or occupational standards associated with the role.
• Demonstrate a commitment to ongoing learning and development and to participate in any training relevant to the role.
• For designated roles, the post holder will be responsible for health & safety, business continuity planning and/or risk management. (These responsibilities will be notified on appointment).
• Marie Curie Cancer Care is committed to encouraging volunteering throughout the organisation and as such the post holder will be expected to support and respect volunteers, and may be asked to work alongside or supervise a volunteer as part of their role whilst working at Marie Curie Cancer Care.”

This job description is not exhaustive. It merely acts as a guide and may be amended to meet the changing requirements of the charity at any time after discussion with the post holder.

Job title:Legacy Administration Manager

Job reference:LAE2429

• Excellent written and verbal communication and interpersonal skills.
• Good organisational skills.
• Excellent networking, relationship building and negotiation skills.
• Well developed analytical and evaluation skills, demonstrating a high level of attention to detail.
• The ability to use initiative and work with minimal supervision in a complex organisation.
• Ability to solve complex problems.
• Ability to handle sensitive issues with a delicate and understanding manner.
• Ability to plan, diarise, allocate and evaluate work and handle multiple competing priorities.
• Strong numeracy skills.
• Ability to use management information to make decisions and research existing and new areas for development.

• In depth knowledge of probate law.
• Detailed understanding of estates and trusts including all related legal, taxation and accounting issues.

• Institute of Legacy Management Certificate in Charity Legacy Administration and significant experience as a charity legacy officer.

• Or Qualification as a Solicitor having substantial experience in Wills & Probate

• Full membership of Institute of legacy management.
• Working towards or already holding ILEX or STEP qualifications.

• Demonstrable experience of forecasting an organisations legacy income.
• Experience of producing complex reports for dissemination to senior management.
• Experience of working with contact databases.
• Experience of motivating and developing other to exceed standards and expectations.

• Experience of accrual of income and working with SORP 2005 guidelines.
• Experience of leading high performing teams and development of those teams.

• Willingness to work some anti-social hours
• Willingness to undertake UK travel

Where appropriate, reasonable adjustments to these criteria will be considered to accommodate personal circumstances such as disabilities

Job titleLegacy Administration Manager

Job referenceLAE2429

Salary scaleMarie Curie Pay Scale Range F

Salary£38,648 to £42,941 per annum plus London Allowance

Annual leave entitlement25 days (excluding 8 bank holidays)

Notice periodOne Month (after probationary period)

Working hours35 hours per week

Probationary periodSix months

Disclosure Check None

Otherbenefits

• Continued access to NHS Pension Scheme (subject to eligibility)
• Marie Curie Cancer Care Group Personal Pension Scheme
• Season ticket loan
• Loan schemes for bikes; computers and satellite navigation systems

Due to administration costs borne by the charity, we regret that only short-listed candidates will be contacted. If you have not heard from us within four weeks of the below closing date, please assume that your application has been unsuccessful.

Closing date: Wednesday 25th February at 5pm