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Client:
Meraki Talent
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Job Category:
Other
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EU work permit required:
Yes
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Job Views:
1
Posted:
25.05.2025
Expiry Date:
09.07.2025
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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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