Support specialist Work, Jobs in York, Nyk (with Salaries)

Estate Planning Assistant
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
13d
Portage Home Visitor
City of York Council —York
- £31,497 - £33,727 a year
- Part-time
- English
- Experience working with children
- Preschool
- Annual leave
- Employee discount
5d
Children and Young People Cognitive Behavioural Practitioner
Onebright —York
- £44,075 - £48,687 a year
- Overtime
- Hybrid work
- Communication skills
- School
- Employee assistance programme
Quick apply
Specialist Mentor (ASC)
Cosmic People —York
- Remote
- Computer literacy
- English
- University
- Annual leave
- Work from home
Community Support Worker/Trainee
Tees, Esk and Wear Valleys NHS Trust —York
- £25,760 - £27,476 a year
- Full-time
- Travel
11d
Patient Empowerment Coordinator
Yorkshire's Brain Tumour Charity —Leeds
- £25,500 - £26,500 a year
- Weekend availability
- Hybrid work
- Supervising experience
- Project management
- Travel
- Flexitime
- Work from home
Quick apply
14d
Senior Customer Service Advisor
Barclays —York
- £27,700 a year
- Weekend availability
- Banking
- Life insurance
7d
Programme Manager (Student Services Transformation)
University of York —University of York
- £58,225 - £67,468 a year
- Full-time
- Customer service
- Continuous improvement
- Budgeting
12d
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
6d
Sales Advisor
FlooringSuperstore.com —York
- Up to £40,000 a year
- Weekend availability
- Sales
- Customer service
- In-person
- Free parking
- Store discount
Quick apply
7d
Wellbeing Administrator PT – 18.5hrs Term time only
Leeds Beckett University —Leeds
- £26,093 - £30,378 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Outlook
- Customer service
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
4d
Call Centre Advisor
BW Legal —Leeds
- £20,800 - £22,000 a year
- Overtime
- Free parking
- Annual leave
Quick apply
Health Advisor/ Admin - Harrogate
MyHealthcare Clinic —Harrogate
- From £20,000 a year
- Overtime
- Customer service
- No experience needed
- English
- Employee discount
Quick apply
2h
Rock Drillers both Experienced and Trainee
R@B Rock Drillers Limited —Doncaster
- £32,000 - £42,000 a year
- Full-time
- Maintenance
- Travel
- Cleaning
Quick apply
12d
Health, Safety and Environmental Coordinator
Innserve Ltd —Tadcaster West
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Data entry
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
13d
Part Time Shopfloor Assistant
Selco —York
- £12.85 an hour
- Part-time
- Customer service
- Forklift
- Employee assistance programme
- Employee discount
7d
Operations Assistant
TIP GROUP —Knottingley
- £31,000 a year
- Communication skills
- Referral programme
Quick apply
Progression Coach
Reed In Partnership —York
- £29,000 - £30,000 a year
- Full-time
- Spanish
- Experience working with individuals with disabilities
- Customer service
- Annual leave
- Flexible schedule
14d
Therapeutic Rehabilitation Assistant
Active Care Group —York
- £29,216.28 a year
- Full-time
- Rehabilitation centre
- Cleaning
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply

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Estate Planning Assistant

iTrust121
York

Quick apply

Job details

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

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

support specialist jobs in york, nyk

Estate Planning Assistant

Portage Home Visitor

Children and Young People Cognitive Behavioural Practitioner

Specialist Mentor (ASC)

Community Support Worker/Trainee

Patient Empowerment Coordinator

Senior Customer Service Advisor

Programme Manager (Student Services Transformation)

Team Administrator - York and Selby Talking Therapies Team

Sales Advisor

Wellbeing Administrator PT – 18.5hrs Term time only

Team Administrator

Call Centre Advisor

Health Advisor/ Admin - Harrogate

Rock Drillers both Experienced and Trainee

Health, Safety and Environmental Coordinator

Part Time Shopfloor Assistant

Operations Assistant

Progression Coach

Therapeutic Rehabilitation Assistant

I want to receive the latest job alerts for support specialist in york, nyk

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