Legacy Case Officer

Do you want to make a difference and be part of an organisation that has been helping save lives for more than a century? This is a key role as it will lead on all operational aspects of legacy administration and case management.

This is an excellent opportunity to join St John Ambulance and be part of a friendly and supportive team and enjoy a varied role where no two days are the same!

The successful candidate will be involved in ensuring the efficient and accurate processing of legacy gifts. The role requires close working with colleagues in Finance and Legal to ensure the income stream is recorded accurately and delivered in a prompt manner to meet the organisation’s charitable objectives.

The role benefits from a competitive salary, hybrid working, 35-hour week, generous pension, 33 days holiday (including bank holidays), options to buy and sell holiday, Blue Light and NHS discounts, life assurance, eye care and mental health, wellbeing tools and volunteering days. It will also provide opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

About You:

• At least 12 months experience in Charity Legacy or Estate Administration
• Experience of working with a variety of specialist teams across an organisation
• Experience of using databases and Microsoft Office applications such as Outlook, Word and Excel
• Able to manage key suppliers such as solicitors
• Ability to work under pressure, meeting multiple deadlines and achieving solutions

About the Role:

• Managing all legacies St John Ambulance receives in line with policy and best practice.
• Ensure legacy income to St John Ambulance is protected and maximised
• Managing third parties including solicitors and the supplier of the legacy database
• Work closely with the Legacy Marketing Manager and Finance to deliver reporting of anticipated legacy income and to update on any changes or movement
• Maintain and update records on First Class and Raiser’s Edge and work with the Database team on ensuring management information is accurate
• Work closely with the Finance team to ensure records meet SORP requirements for accruals and there is a compliant audit trail for all legacies

About Us:

This is a fantastic opportunity to join a team of over 1,700 employees and over 30,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning. As a charity with a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future.

Find out more about us, including our new Ask Me campaign, at www.sja.org.uk

Application Review Date: 26/05/2023
Interview Date: 06/06/2023

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve. At St John, everyone is valued and supported to thrive. We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equity, diversity and inclusion.

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

Recruitment Agencies: We are not utilising the services of recruitment agencies for this vacancy and will accept direct applications only.