Administrator Work, Jobs in York Yo31 (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
Sales Ledger Cash Clerk- Part Time (24 Hours per week)
Bond International —Pocklington
- £16,499 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Analysis skills
Quick apply
12d
Administrative Assistant (Level 2)
City of York Council —York
- £24,483 - £24,717 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
4d
Student Services Administrator
University of York —University of York
- £28,778 - £32,080 a year
- Part-time
- Hybrid work
- Microsoft Office
- Organisational skills
Dental Patient Co-ordinator (Receptionist)
Blossom Cosmetic Clinic —York
- From £12.71 an hour
- Part-time
- Hospitality
- Administrative experience
- Data entry
Quick apply
4d
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
5d
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
Admin Manager
Ivy Lodge Retirement Home —Haxby
- £14.50 an hour
- Weekend availability
- Human resources
- Contracts
- IT
- Free parking
- Employee discount
Quick apply
8d
Office Administrator / Marketing Assistant
Kennedy Roofing & Co Ltd, York —York
- £13 - £14 an hour
- Full-time
- Computer literacy
- Research
- Microsoft Office
Quick apply
Service Support Administrator
CarSupermarket.com —Goole
- £27,759 a year
- Full-time
- IT
- In-person
- Free parking
- Annual leave
Quick apply
12d
Health Advisor/ Admin - Harrogate
MyHealthcare Clinic —Harrogate
- From £20,000 a year
- Overtime
- Customer service
- No experience needed
- English
- Employee discount
Quick apply
4d
Administrator
PPG Health In Justice —York
- Up to £28,574 a year
- Monday to Friday
- Administrative experience
- Data entry
- Annual leave
- Employee discount
9d
Timetabling and Room Booking Administrator
University of York —University of York
- £26,707 - £28,778 a year
- Part-time
- Microsoft Office
1d
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
10d
HMP Millsike - Case Admin
Mitie —York
- £28,046.52 a year
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Executive & Personal Assistant
WAGM Holdings Ltd —York
- £30,000 a year
- Full-time
- Research
- Microsoft Office
- Administrative experience
Quick apply
23h
Dealership Host/Receptionist
Ray Chapman Motors MALTON —Malton
- £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Front desk
- Health & wellbeing programme
- Life insurance
Quick apply
12d
Administration Officer
City of York Council —York
- £22,280 - £26,319 a year
- Full-time
- Google Suite
- Word processing
- Microsoft Office
- Employee assistance programme
- Employee discount
12d
Technical Clerk
Network Rail —York
- £25,418 a year
- Full-time
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
10d

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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

administrator jobs in york yo31

Estate Planning administrator

HR Administrator

Sales Ledger Cash Clerk- Part Time (24 Hours per week)

Administrative Assistant (Level 2)

Student Services Administrator

Dental Patient Co-ordinator (Receptionist)

Student Service Administrator (2 x FT role)

Operations Administrator

Admin Manager

Office Administrator / Marketing Assistant

Service Support Administrator

Health Advisor/ Admin - Harrogate

Administrator

Timetabling and Room Booking Administrator

Team Administrator - York and Selby Talking Therapies Team

HMP Millsike - Case Admin

Executive & Personal Assistant

Dealership Host/Receptionist

Administration Officer

Technical Clerk

I want to receive the latest job alerts for administrator in york yo31

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