Financial Services Administrator
| Dyddiad hysbysebu: | 23 Mai 2025 |
|---|---|
| Cyflog: | Heb ei nodi |
| Gwybodaeth ychwanegol am y cyflog: | £Competitive Salary & Benefits |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 22 Mehefin 2025 |
| Lleoliad: | Northwich, Cheshire |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Meraki Talent |
| Math o swydd: | Cytundeb |
| Cyfeirnod swydd: | 220525JW |
Crynodeb
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.