Legacy Co-ordinator

Location: Romford, Essex / Hybrid (Min 2 days based on site)

Salary: £26,733 - £31,474 per annum

Hours: 37.5 hours per week (part-time considered for the right candidate)

Are you passionate about making a real difference in the charity sector? We are seeking a dedicated Legacy Co-ordinator to join a supportive fundraising team in Romford, Essex. This is a hybrid role, offering the chance to combine on-site collaboration with flexible working from home.

About the Role

Legacies are one of the most vital income streams for charities, helping to secure long-term sustainability and impact. As a Legacy Co-ordinator, you will play a key role in administering legacy gifts, supporting legacy marketing activities, and stewarding relationships with supporters, families, executors, and solicitors.

You will provide essential support to the Legacy Manager, ensuring gifts are processed with accuracy, care, and sensitivity, while also helping to promote legacy giving through events and campaigns.

Key Responsibilities

Administering legacy gifts in line with policies, GDPR, and compliance standards
Liaising with executors, solicitors, and families to manage enquiries with professionalism and empathy
Maintaining accurate records using CRM systems
Supporting legacy marketing activities, including events, communications, and online Will promotions
Assisting with cultivation and stewardship of legacy supporters
Providing administrative support to ensure efficient and timely legacy processesAbout You

The successful candidate will be:

Highly organised, accurate, and methodical, with strong administrative skills
Able to manage multiple caseloads and projects simultaneously
An excellent communicator with the ability to build and maintain relationships at all levels
Confident using Microsoft Office and CRM databases
Compassionate and professional, with the ability to handle sensitive situations appropriatelyDesirable experience includes working with legacy administration, liaising with legal professionals, and supporting marketing campaigns.

Why Apply?

Opportunity to develop your career in legacy fundraising and administration
Work within a collaborative and compassionate fundraising team
Hybrid working pattern with flexibility
Competitive salary and benefits package
The chance to contribute to a meaningful cause and make a lasting impactIf you're looking to build your career in the charity sector and want to play a key role in securing vital future income, we'd love to hear from you.

Apply today with your CV and start your journey as a Legacy Co-ordinator.

By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations.

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