Practice administrator Work, Jobs in York, 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
Operations Administrator
Taye Training —York
- £27,976 - £28,288 a year
- Full-time
- Hybrid work
- Administrative experience
- Leadership
- Office experience
- Flexitime
- Work from home
Quick apply
Dental Patient Co-ordinator (Receptionist)
Blossom Cosmetic Clinic —York
- From £12.71 an hour
- Part-time
- Hospitality
- Administrative experience
- Data entry
Quick apply
2d
Administrator
PPG Health In Justice —York
- Up to £28,574 a year
- Monday to Friday
- Administrative experience
- Data entry
- Annual leave
- Employee discount
7d
Admin Assistant / Clinical Coder / Medical Secretary (Business Support Team Assistant)
Pickering Medical Practice —Pickering
- £12.71 - £13.09 an hour
- Part-time
- Computer literacy
- Microsoft Office
- Data entry
Quick apply
3h
Administrator (FTC)
Azets —York
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Project management
Quick apply
7d
HMP Millsike - Case Admin
Mitie —York
- £28,046.52 a year
- Organisational skills
- Communication skills
- Free parking
- Annual leave
14d
Advocacy Hub Administrator
City of York Council —York
- £24,480 a year
- Monday to Friday
8d
Internal Communications Assistant
NEXT —Pontefract
- £26,569 a year
- Full-time
- Google Suite
- Travel
- Organisational skills
- Free parking
- Employee discount
9d
Control Room Log Administrator
Leeds United Football Club —Leeds
- Customer service
- Computer literacy
- Computer skills
Administrator
Westward care —Leeds
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Referral programme
Quick apply
9d
Systems Administrator
Evolve Psychology Services —Harrogate
- £25,000 - £30,000 a year
- Full-time
- Salesforce
- Analysis skills
- In-person
Quick apply
2d
Programme Coordinator
First Bus —Leeds
- £38,500 - £48,000 a year
- Microsoft Powerpoint
- Continuous improvement
- Organisational skills
- Employee assistance programme
- Employee discount
3d
Patient Administrator (Bank)
Circle Health Group —Harrogate
- £12.79 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
9d
Payroll Administrator / Bookkeeper
Franks Accountants —Wetherby
- £20,000 - £22,000 a year
- Full-time
- Customer service
- Maths
- Travel
Business and Office Administrator
Civic —Leeds
- Part-time
- Hospitality
- Microsoft Outlook
- Front desk
- Annual leave
- Employee assistance programme
Quick apply
6h
Site Administrator & Customer Care Coordinator
BAM Construction —Leeds
- Microsoft Outlook
- Administrative experience
- Travel
7d
Stores Administrator
Heineken International B.V. —Tadcaster
- £27,000 a year
- Full-time
- Continuous improvement
- Employee discount
Quick apply
7d
Talent Acquisition Adviser
The Electoral Commission —Leeds
- £31,549 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Presentation skills
- Annual leave
- Flexible schedule
1d
Care Home Business Administrator
Anchor —Leeds
- £28,000 a year
- Computer literacy
- Computer skills
- Budgeting
- Employee discount
1d

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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

practice administrator jobs in york, nyk

Estate Planning administrator

Operations Administrator

Dental Patient Co-ordinator (Receptionist)

Administrator

Admin Assistant / Clinical Coder / Medical Secretary (Business Support Team Assistant)

Administrator (FTC)

HMP Millsike - Case Admin

Advocacy Hub Administrator

Internal Communications Assistant

Control Room Log Administrator

Administrator

Systems Administrator

Programme Coordinator

Patient Administrator (Bank)

Payroll Administrator / Bookkeeper

Business and Office Administrator

Site Administrator & Customer Care Coordinator

Stores Administrator

Talent Acquisition Adviser

Care Home Business Administrator

I want to receive the latest job alerts for practice administrator in york, nyk

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