Company: MERAKI TALENT LIMITED
Job Type: Permanent, FullTime
Salary: Salary negotiable
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.