Legacy Administrator
Are you highly organised with great attention to detail and interested in legacies.
We are looking for a Legacy Administrator to support the administration of legacies left to the charity. This vital role helps ensure that Dogs Trust receives the legacy income needed to continue our life-saving work with dogs, while working closely with colleagues across the Legal Department to keep the charity operating smoothly and effectively.
What does this role do?
As a Legacy Administrator you will:
- Process incoming legacy notifications, involving managing post, opening new files on the First Class 4 database, and accurately inputting data from solicitors and Smee & Ford notification reports.
- Manage a caseload of pecuniary and specific legacies, ensuring timely receipt of income and accurate record-keeping.
- Represent and protect the charity’s interests in correspondence with solicitors, other beneficiaries, and members of the public.
- Responding to queries via phone and monitoring and managing the Legacies inbox and escalating significant issues to senior members of the legacy administration team where needed.
- Maintain up-to-date and accurate records on the First Class 4 database, ensuring all legacy cases are regularly reviewed and progressed.
- Support with reporting, financial administration, and the management of specific gifts, including obtaining valuations and advice to maximise income for the charity.
- Process and allocate all legacy income accurately.
- Provide administrative support to the team and help with other ad hoc tasks as needed.
Could this be you?
Do you have?
- proven administration skills preferably gained in a charity or another regulated sector?
- experience of working with First Class 4 database or an equivalent?
- excellent written and verbal communication skills?
- experience of drafting professional correspondence to solicitors and surveyors?
Then this could be for you. This is a good opportunity if you are interested in administratively supporting a busy legacy team. Although not essential, a Certificate in Charity Legacy Administration is desirable.
What does this team do?
The Legal Department sits within the Finance, Legal & Governance Directorate and is responsible for overseeing all legal matters relating to the charity’s operations and activities, ensuring compliance with applicable laws, managing legal risks, and providing strategic advice across a wide range of issues. The department works closely with senior leadership, trustees, and external legal partners to navigate complex legal challenges, and is also responsible for Legacy Administration.
About Dogs Trust
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
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To apply for this position please click the APPLY NOW button. Our application process requires you submit a personal statement explaining your interest and suitability for the role.
Dogs are incredibly diverse, much like the humans that love them! At Dogs Trust we value diversity, and we're committed to fostering an inclusive culture. We actively encourage applications from people of all backgrounds, abilities, and cultures and believe that a diverse workforce helps us to achieve our mission. Our colleague networks give our people a voice, acting as vehicles for real and meaningful change within Dogs Trust. We truly want to see every candidate shine throughout the entire job application process, interview stages, and during their time with us. If there's anything on your mind or any adjustments you may need, don't hesitate to reach out to us. Feel free to send us an email at
jobs@dogstrust.org.uk. We're here to support you every step of the way.