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Estate Planning Administrator — Growth & Benefits

Co-op Group

Sheffield

On-site

GBP 24,000 - 29,000

Full time

Yesterday
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Job summary

A community-focused organization in Sheffield is seeking an enthusiastic Administrator for their Estate Planning team. In this full-time office-based role, you will support case handlers with various administrative tasks while engaging with clients, without needing prior legal experience. Ideal candidates will have strong organizational skills, attention to detail, and confidence in client communication. This position offers a salary of £24,570 and excellent benefits, including bonuses, holidays, and discounts.

Benefits

Annual bonus
28 days holiday plus bank holidays
Pension with up to 10% employer contributions
Subsidised onsite gym access
30% discount on Co-op products
Early access to a portion of your pay
Virtual healthcare services
24/7 colleague support service
Training and support for development
Cycle-to-work scheme

Qualifications

  • Previous experience in an administrative role.
  • Confidence in speaking to clients on the phone.
  • Ability to prioritize a varied workload.
  • High level of attention to detail.

Responsibilities

  • Support case handlers with client and third-party communications and administrative tasks.
  • Handle inbound calls and build positive client relationships.
  • Maintain a task list and schedule follow-up tasks.
  • Complete ad-hoc requests to meet team needs.
  • Answer email queries from a shared inbox.
  • Assist in developing and implementing system/process changes.

Skills

Administration experience
Communication skills
Organizational skills
Attention to detail
Job description
A community-focused organization in Sheffield is seeking an enthusiastic Administrator for their Estate Planning team. In this full-time office-based role, you will support case handlers with various administrative tasks while engaging with clients, without needing prior legal experience. Ideal candidates will have strong organizational skills, attention to detail, and confidence in client communication. This position offers a salary of £24,570 and excellent benefits, including bonuses, holidays, and discounts.
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