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- Tasks: Support clients through bereavement administration with compassion and professionalism.
- Company: Join Meraki Talent, a values-driven company focused on client care and support.
- Benefits: Enjoy a supportive team environment and the chance to make a real difference.
- Why this job: This role offers meaningful work during sensitive times, enhancing your skills in a rewarding setting.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Ideal for organised and empathetic individuals looking to grow in a caring profession.
The predicted salary is between 28800 - 43200 £ per year.
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.
Financial Services Administrator employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with bereavement administration processes. Understanding the nuances of this sensitive area will not only help you in interviews but also demonstrate your commitment to providing compassionate support.
✨Tip Number 2
Network with professionals in the financial services sector, especially those with experience in wealth management. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've demonstrated empathy and attention to detail. Sharing specific examples can showcase your suitability for this role and your understanding of the emotional aspects involved.
✨Tip Number 4
Stay updated on regulatory and compliance requirements in the financial services industry. Showing that you are knowledgeable about these aspects can set you apart as a candidate who is ready to contribute from day one.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Financial Services Administrator position. Tailor your application to highlight your relevant experience in bereavement administration and financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your compassion and attention to detail. Mention specific experiences that demonstrate your ability to handle sensitive situations and your commitment to providing excellent service.
Highlight Relevant Experience: In your CV, emphasise any previous roles in financial services or wealth management, particularly those involving bereavement administration. Use bullet points to clearly outline your achievements and responsibilities in these positions.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-organised and formatted professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at Meraki Talent
✨Show Empathy and Compassion
Given the sensitive nature of the role, it's crucial to demonstrate your ability to handle bereavement situations with care. Share examples from your past experiences where you provided support during difficult times, highlighting your compassionate approach.
✨Highlight Relevant Experience
Make sure to discuss any previous experience in financial services or bereavement administration. Be prepared to explain how your background equips you to manage the complexities of the bereavement administration process effectively.
✨Demonstrate Attention to Detail
Since this role requires meticulous attention to detail, prepare to discuss specific instances where your attention to detail made a significant impact. You might want to mention how you ensured compliance with regulations or improved processes in your previous roles.
✨Prepare Questions for the Interviewers
Engage with the interviewers by preparing thoughtful questions about the team dynamics, company culture, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
