Operations and planning administration Work, Jobs in Full Sutton, Ery (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 Administrator
Ashcourt Group —Pocklington
- £27,000 - £30,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Recruiting
4d
Junior Production Planner
Ellis Patents Ltd —Rillington
- £25,420 - £30,000 a year
- Full-time
- ERP systems
- Microsoft Office
- Computer skills
- Sick pay
Quick apply
2d
Resource Planning Analyst
Hiscox —York
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
7d
Operations and Planning Administration Assistant
JZ Flowers International Ltd —Gilberdyke
- £14.11 an hour
- Weekend availability
- English
- Analysis skills
- Data entry
- Free parking
- Annual leave
Quick apply
3d
Buying Assistant
Rebecca Udall —Malton
- Full-time
- Analysis skills
- Business
- Communication skills
Quick apply
Stores and Logistics Coordinator
OEG Energy Group —Driffield
- Full-time
- Microsoft Word
- Continuous improvement
- Quality control
6d
Compliance Apprentice
Bostonair Technical Training —Beverley
- £15,500 - £17,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Databases
- Free parking
- Referral programme
Quick apply
Transport Planner
Elite Caravan Transport Limited —North Ferriby
- £35,000 - £40,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
Quick apply
Delivery Manager
Taye Training —York
- £32,000 - £34,500 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Travel
- Flexitime
- Work from home
Quick apply
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
5d
Business Admin Apprentice
Total Training Provision —York
- £8 an hour
- Full-time
- Front desk
- Communication skills
Quick apply
3d
Site Administrator
Heineken International B.V. —Tadcaster
- £26,500 - £28,000 a year
- Full-time
- Administrative experience
- Organisational skills
- SharePoint
- Employee discount
Quick apply
11d
Operations Manager - C-Kore (#709)
Motive Offshore Group —York
- Full-time
- Computer literacy
- English
- Microsoft Office
- Referral programme
Quick apply
9d
Sales Executive – Moxy York
Hotel Co 51 UK —York
- Full-time
- CRM software
- English
- Hotel
Quick apply
1d
Assistant Store Manager
Deckers Brands —York
- Full-time
- Customer service
- Organisational skills
- Training & development
- Employee discount
IT Infrastructure Engineer
Pavers —York
- Full-time
- Communication skills
- Free parking
- Employee discount
Quick apply
5d
Assistant Housekeeping Manager (Maternity cover)
The Milner —York
- Weekend availability
- Hotel
- Organisational skills
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
12d
Cook at Monk Fryston Primary School
Yorkshire Learning Trust —Leeds
- £16,745 - £17,560 a year
- Part-time
- Inventory control
- Computer literacy
- Experience working with children
- Employee discount
Quick apply

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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

operations and planning administration jobs in full sutton, ery

Estate Planning administrator

HR Administrator

Junior Production Planner

Resource Planning Analyst

Operations and Planning Administration Assistant

Buying Assistant

Stores and Logistics Coordinator

Compliance Apprentice

Transport Planner

Delivery Manager

Buying Administrator

Business Admin Apprentice

Site Administrator

Operations Manager - C-Kore (#709)

Sales Executive – Moxy York

Assistant Store Manager

IT Infrastructure Engineer

Assistant Housekeeping Manager (Maternity cover)

Cook at Monk Fryston Primary School

I want to receive the latest job alerts for operations and planning administration in full sutton, ery

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