Office Assistant

Octopus Legacy; West of England; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

27 days holiday + Birthday day off

Work from anywhere up to 4 weeks/year

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs discounts

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving: match fundraising

Octopus Springboard: career growth

Dog-friendly office

Breakfast, snacks & wellness

Job summary

Octopus Legacy Limited is seeking an Office Assistant to keep its Bristol office running smoothly and ensure post is sorted and directed to the right case quickly.

You will support the probate team with scanning and logging incoming post, handling sensitive documents with care, and maintaining organisation across the office. No legal background required; training will be provided.

Qualifications

• Highly organised and detail-focused with a proactive mindset.
• Reliable with confidentiality and data protection responsibilities.
• Comfortable using everyday office software and learning new systems quickly.

Responsibilities

• Open, sort, scan and log incoming post to the correct case daily.
• Flag urgent or time-sensitive items to the appropriate person.
• Handle original documents with care (wills, death certificates, probates).
• Prepare and send outgoing post (recorded/special delivery) and arrange couriers.
• Maintain physical records and ensure easy retrieval of documents.
• Manage day-to-day office tasks: deliveries, visitors, supplies, and liaise with building management.

Skills

Organised

Detail-oriented

Discreet

Tech-savvy

Proactive

Calm and professional

Tools

Microsoft Office

Post/Office systems

Job description

We're Octopus Legacy: one of the fastest growing tech companies in the country, part ofthe UK's most exciting and best-trusted group (you may have heard of some of our sister

companies…) and we have a mission.

We're on a path to scale, aiming to become a household name while transforming a long- established industry and helping our customers prepare for, and find support after, death.

But we can't do it alone, and that's why we're assembling a team of top performers tobuild with us.

Ready to be part of something big?

The Role

As an Office Assistant at Octopus Legacy, you'll keep our Bristol office running - and make sure every piece of post that comes through our door gets to the right place, fast.

You'll open, scan and log all our incoming post against the right case, so our probate teamcan act on it straight away. Much of it relates to someone who has recently died, so

accuracy and discretion matter. A missed letter can hold up an estate for a grieving family.

Alongside the post, you'll look after the office day to day: deliveries, supplies, visitors, and keeping everything organised and working.

You don't need a legal background. If you're organised, reliable and take pride in gettingthe details right, we'll teach you the rest.

Our values are simple: Hard work. Customer-first. Optimism.

Key Responsibilities

• Open, sort, scan and log all incoming post daily, saving each item to the correct case.
• Flag urgent or time-sensitive items, like court documents, HMRC letters and cheques, to the right person straight away.
• Handle original documents with care, including wills, death certificates and grants of Probate.
• Prepare and send outgoing post, including recorded and special delivery, and arrange couriers.
• Keep our physical records and original documents catalogued, filed and easy to find.
• Run the office day to day: deliveries, visitors, supplies, and liaising with the building and suppliers.
• Keep client information confidential at all times and follow our data protection procedures.

Who Are You?

• Highly organised and detail-focused - nothing slips through the cracks with you.
• Reliable and consistent, comfortable owning a daily routine.
• Discreet and trustworthy with sensitive information.
• Confident with everyday tech and quick to pick up new systems.
• Proactive, spotting what needs doing before you're asked.
• Calm, kind and professional, especially when the subject matter is difficult.
• Office or post room experience is a bonus, not a requirement - we'll train you on therest.

Why You'll Love It Here

We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work.

You'll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey.

A fast-growing business with room to learn, grow and influence change, plus real opportunities to develop your skills and progress your career.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. When peoplethink about planning for death they think about wills, life insurance and funerals. We take

these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. Andafter you're gone.

Founded by Sam after his mum died suddenly, we're a group of people who work in death because we've been affected by it. We know the difference a good plan makes, and what it's like when there isn't one.

Death can come between us, leaving mess, legal fees, frustration. But it can also make usstronger. We see a world where people talk openly about death, and work out the realmeaning of legacy, one that connects to them. We're here to make that world happen.

• 27 days holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.
• Octopus Springboard: where we help our employees become fully-fledged
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That iswhy Octopus Legacy is committed to creating an inclusive environment and is proud to bean equal opportunity employer.