Team administrator 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 Administrator
Bond International —Pocklington
- £27,000 - £29,000 a year
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- Referral programme
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
Diagnostic Support Administrator
Fera Science —York
- £25,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Data entry
- Free parking
- Employee discount
1d
Administrator
PPG Health In Justice —York
- Up to £28,574 a year
- Monday to Friday
- Administrative experience
- Data entry
- Annual leave
- Employee discount
6d
Student Service Administrator (2 x FT role)
University of York —University of York
- £28,778 - £32,080 a year
- Full-time
- Administrative experience
- IT
- Communication skills
2d
Office & Accounts Administrator
Herbs Unlimited —Thirsk
- £27,000 a year
- Full-time
- Customer service
- Data entry
- In-person
- Free parking
- Sick pay
Quick apply
4h
Student Services Administrator
University of York —University of York
- £28,778 - £32,080 a year
- Part-time
- Hybrid work
- Microsoft Office
- Organisational skills
12d
Dental Patient Co-ordinator (Receptionist)
Blossom Cosmetic Clinic —York
- From £12.71 an hour
- Part-time
- Hospitality
- Administrative experience
- Data entry
Quick apply
2d
Team Administrator
Tees, Esk and Wear Valleys NHS Trust —York
- £25,760 - £27,476 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
- Employee discount
7d
Admin Manager
Ivy Lodge Retirement Home —Haxby
- £14.50 an hour
- Weekend availability
- Human resources
- Contracts
- IT
- Free parking
- Employee discount
Quick apply
5d
Apprentice Administrator
Compass-uk.org —York
- £18,000 a year
- Overtime
- Travel
- Computer skills
- Communication skills
- Employee assistance programme
- Sick pay
1d
Fleet Administrator
Vertu Motors —York
- £26,436.80 a year
- Full-time
- Computer literacy
- Data entry
- Employee discount
Quick apply
Office Administrator / Marketing Assistant
Kennedy Roofing & Co Ltd, York —York
- £13 - £14 an hour
- Full-time
- Computer literacy
- Research
- Microsoft Office
Quick apply
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
Payroll and Accounts Officer
Harrogate Ladies' College —Harrogate
- £27,000 - £28,500 a year
- Full-time
- Accounting
- Organisational skills
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
2d
HMP Millsike - Case Admin
Mitie —York
- £28,046.52 a year
- Organisational skills
- Communication skills
- Free parking
- Annual leave
14d
Administrator (FTC)
Azets —York
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Project management
Quick apply
6d
Office Administrator/Transport Environment
Wetherby Skip Services —Wetherby
- £20,000 a year
- Part-time
- Administrative experience
- Data entry
- Organisational skills
Quick apply
13d

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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

team administrator jobs in nether poppleton, nyk

Estate Planning administrator

HR Administrator

Operations Administrator

Diagnostic Support Administrator

Administrator

Student Service Administrator (2 x FT role)

Office & Accounts Administrator

Student Services Administrator

Dental Patient Co-ordinator (Receptionist)

Team Administrator

Admin Manager

Apprentice Administrator

Fleet Administrator

Office Administrator / Marketing Assistant

Team Administrator - York and Selby Talking Therapies Team

Payroll and Accounts Officer

Buying Administrator

HMP Millsike - Case Admin

Administrator (FTC)

Office Administrator/Transport Environment

I want to receive the latest job alerts for team administrator in nether poppleton, nyk

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