Assistant Legacy Case Officer

Alzheimer's Society

All Locations
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Manage pecuniary and specific legacies
Build trusting relationships
Handle legal requirements with integrity
** The Alzheimer's Society is seeking an Assistant Legacy Case Officer to manage legacies that support individuals affected by dementia. The role emphasizes empathy, attention to detail, and the ability to navigate complex emotional situations while fostering relationships with various stakeholders. **

Job Summary

  • You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy.
  • You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
  • Your work will ensure that all legal requirements are met and that every legacy is handled with integrity.

Matching Summary

Match Score: 75

** The Alzheimer's Society is seeking an Assistant Legacy Case Officer to manage legacies that support individuals affected by dementia. The role emphasizes empathy, attention to detail, and the ability to navigate complex emotional situations while fostering relationships with various stakeholders. **

Skills & Requirements

Must-have

  • manage pecuniary and specific legacies
  • build trusting relationships
  • handle legal requirements with integrity
  • collaborate with colleagues
  • raise awareness of legacy giving

Nice-to-have

  • sensitivity, professionalism, and empathy
  • supportive and inclusive environment
  • attention to detail and pride in work

Key Requirements

  • Experience in Legacy Administration or willingness to learn
  • Familiarity with First Class 4 or similar systems
  • Understanding of Wills, Probate, or Trust law
  • Comfortable using Microsoft Office (Outlook, Excel)
  • Organised self-starter with attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter