Administrator – Estate Planning

Overview

In this role you will provide essential administrative support to the Estate Planning team, enabling case handlers to deliver a smooth client experience. You will handle client and third-party communications, manage a task list, and contribute to process improvements within a supportive, member-owned organization. This is an entry-friendly position offering development and career progression in a values-driven legal business. You’ll work in Bristol as part of a collaborative team focused on responsible, community-minded service.

Pay / Benefits

• pension with up to 10% employer contributions
• incentive scheme up to 10%
• 28 days holiday plus bank holidays rising to 32
• 30% discount on Co-op products and 10% off other brands
• Stream – early access to pay
• virtual healthcare including GP appointments and mental health support

Responsibilities

• Support case handlers with client and third-party communications and admin tasks
• Handle inbound calls and build positive relationships
• Maintain and schedule tasks and follow-ups with third parties and internal partners
• Complete ad-hoc requests including customer conversations by phone
• Answer emails via a shared inbox
• Support the development and implementation of system or process changes

Key requirements

• Some previous administration experience
• Great communication skills with confidence speaking to clients on the phone
• Excellent organisation skills with ability to prioritise a varied workload
• High level of attention to detail

• communication
• customer service
• attention to detail
• time management
• problem solving

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