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Financial Services Administrator

Financial Services Administrator

Meraki Talent LtdNorthwich
18 days ago
Job type
  • Full-time
Job description

Meraki Talent are currently seeking a compassionate and detail-oriented Financial Services Administrator  to join an existing team.  In this important role, you will provide administrative support following the passing of a client, ensuring a sensitive and professional approach throughout the process.

Key Responsibilities :

  • Manage all stages of the bereavement administration process, from initial notification to final estate processing.
  • Act as the primary contact for a portfolio of deceased clients.
  • Liaise directly with clients, their representatives, and internal departments to deliver a high standard of service.
  • Support the collation of departmental statistics and maintain up-to-date procedures.
  • Adhere to regulatory and compliance requirements, ensuring effective risk management and client outcomes.

What We're Looking For :

  • Experience in financial services, ideally within a wealth management environment.
  • Prior bereavement administration experience is highly desirable.
  • Strong attention to detail and ability to meet tight deadlines.
  • Excellent communication skills, both written and verbal.
  • A proactive team player who can also work independently.
  • This is a meaningful opportunity to play a key role in supporting clients during a sensitive time, while contributing to a values-driven and supportive team. If you are organised, empathetic, and committed to excellence, apply now.

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    Financial Administrator • Northwich