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Financial services administrator

Northwich
Permanent
Financial services administrator
Posted: 14h ago
Offer 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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