Business administration Work, Jobs in Nether Poppleton, Nyk (with Salaries)

Estate Planning administrator
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
HR Services Co-ordinator
Nestlé —York
- Up to £30,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Administrative experience
2d
Office Administrator / Marketing Assistant
Kennedy Roofing & Co Ltd, York —York
- £13 - £14 an hour
- Full-time
- Computer literacy
- Research
- Microsoft Office
Quick apply
Administrative Assistant (Level 2)
City of York Council —York
- £24,483 - £24,717 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
2d
Admin Manager
Ivy Lodge Retirement Home —Haxby
- £14.50 an hour
- Weekend availability
- Human resources
- Contracts
- IT
- Free parking
- Employee discount
Quick apply
6d
Team Administrator - York and Selby Talking Therapies Team
Tees, Esk and Wear Valleys NHS Trust —York
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
8d
Customer Service Executive
Ellers Farm Distillery Ltd —York
- £25,420 a year
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee discount
Quick apply
6d
Office & Accounts Administrator
Herbs Unlimited —Thirsk
- £27,000 a year
- Full-time
- Customer service
- Data entry
- In-person
- Free parking
- Sick pay
Quick apply
22h
Care Coordinator
Minster Home Care —York
- £32,000 a year
- Full-time
- Writing skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
2d
Sales Development Executive
Britsafe Limited —York
- £30,000 a year
- Full-time
- Salesforce
- Organisational skills
- Computer skills
Document Controller
Northern Cladding Ltd —Nether Poppleton
- From £25,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Free parking
Quick apply
7d
Reception - Team Member
Premier Inn —York
- Up to £13.06 an hour
- Part-time
- Hotel
- Front desk
- Employee discount
Quick apply
Scan4Safety Administrative Co-Ordinator
Leeds Teaching Hospitals NHS Trust —Leeds
- £25,760 - £27,476 a year
- Full-time
- Computer literacy
- English
- Microsoft Office
3d
Client Care Coordinator
Onebright —York
- £24,841 a year
- Hybrid work
- Travel
- Employee assistance programme
Quick apply
Administrator (FTC)
Azets —York
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Project management
Quick apply
7d
Training Centre Co-ordinator
Network Rail —York
- £29,064 a year
- Hybrid work
- Customer service
- Training & development
- Communication skills
- Annual leave
- Employee discount
8d
Human Resources Coordinator (Part-time)
Adtran —York
- Part-time
- English
- Microsoft Office
- Databases
- Free parking
- Employee assistance programme
10d
Business Support
Judge Electrical —York
- £28,000 - £30,000 a year
- Full-time
- English
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Quick apply
11d
Warehouse & Fulfilment Assistant – Full Time, Monday to Friday
Sweet Cures —York
- From £26,500 a year
- Full-time
- Warehouse experience
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
8d
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
3d

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Estate Planning administrator

iTrust121
York

Quick apply

Job details

Permanent | Full-time
£25,000 - £26,000 a year

Benefits

Life insurance

Qualifications

CRM software
Stakeholder liaison
Administrative support experience
Case note recording
Filing
Case record updates
Administrative experience
Legal drafting
Organisational skills
Wills and probate law
Typing
Wills and probate
Estate planning
Communication skills
Office experience

Full job description

About the Role

This is a hands-on and varied role supporting the full estate planning client journey, from initial client instructions and drafting through to completion and ongoing administration.

A significant part of the role will involve preparing and drafting estate planning documentation, including Wills, Lasting Powers of Attorney and Trusts, alongside managing client files, handling amendments, communicating with clients and liaising with external organisations.

You'll work closely with our advisers and operations team to make sure client matters progress accurately and efficiently from instruction through to completion.

We operate in a CRM-led environment, so you'll need to be highly organised, comfortable working digitally and confident managing multiple client matters at different stages.

This is not a graduate or entry-level position. We're looking for someone who already has experience working within a professional office environment and understands the importance of organisation, accuracy, communication and taking ownership of their workload.

This is also not a route to qualification as a solicitor. If your primary career goal is to complete a training contract, SQE qualifying work experience or progress towards becoming a qualified solicitor, this role is unlikely to be the right fit. We're looking for someone who wants to build a long-term career within estate planning and administration.

What You'll Do

Draft and prepare estate planning documentation, including Wills, Lasting Powers of Attorney and Trusts
Support and manage client matters throughout the full journey, from instruction through to completion
Accurately record client information, documentation, case notes and progress within Zoho CRM
Review documentation for accuracy, identify missing information or errors and escalate technical matters where required
Handle client queries, amendments and corrections professionally and efficiently
Manage completion and post-completion administration, including OPG submissions, Will storage and Trust administration
Liaise with external organisations including life insurance providers, HM Land Registry, the Office of the Public Guardian and other professional third parties
Upload, organise and maintain complete and accurate electronic client files
Work closely with advisers, administration, sales and operations teams to keep client matters progressing
Take ownership of allocated work, prioritise effectively and follow tasks through to completion
Support the wider team with other administrative and client-related work as required

Who We're Looking For

You must have previous experience working within a professional office-based administrative role. Experience within a solicitor's office, legal practice, Wills and Probate, conveyancing, estate planning, financial services or another professional services environment would be particularly advantageous.

We're looking for someone who:

Has at least 1–2 years' previous office-based administrative experience
Is exceptionally organised and takes pride in producing accurate work
Has excellent attention to detail
Is comfortable preparing and working with detailed legal or professional documentation
Can manage multiple client matters and prioritise their own workload
Takes ownership of tasks and follows them through to completion
Has strong written and verbal communication skills
Is confident communicating with clients and professional third parties
Is comfortable using CRM systems and learning new software
Can follow structured processes while also using their own initiative
Knows when to ask questions and when something needs to be escalated
Is adaptable and willing to get involved across different areas of the business

Previous experience drafting Wills, LPAs or Trusts would be an advantage, but is not essential. Training will be provided for the right person.

We're particularly interested in people who have already developed strong administrative skills within a professional environment and now want to develop specialist knowledge and build a long-term career within estate planning.

Pay: £25,000.00-£26,000.00 per year

Application question(s):

Please confirm that you understand and are happy that this is a full-time, office-based position.

Experience:

Administrative: 1 year (required)

Location:

York, North Yorkshire (preferred)

Work Location: In person

Quick apply

Refine Your Search

business administration jobs in nether poppleton, nyk

Estate Planning administrator

HR Services Co-ordinator

Office Administrator / Marketing Assistant

Administrative Assistant (Level 2)

Admin Manager

Team Administrator - York and Selby Talking Therapies Team

Customer Service Executive

Office & Accounts Administrator

Care Coordinator

Sales Development Executive

Document Controller

Reception - Team Member

Scan4Safety Administrative Co-Ordinator

Client Care Coordinator

Administrator (FTC)

Training Centre Co-ordinator

Human Resources Coordinator (Part-time)

Business Support

Warehouse & Fulfilment Assistant – Full Time, Monday to Friday

Buying Administrator

I want to receive the latest job alerts for business administration in nether poppleton, nyk

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