Financial Services Administrator

Company : Confidential

Job Description - Financial Services Administrator

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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Financial Services Administrator

Job Description - Financial Services Administrator

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