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Financial Services Administrator
Meraki Talent LtdNorthwich22 days ago
Job type
- Full-time
Job descriptionExperience 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.
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 :
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