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- Tasks: Support bereavement administration, ensuring sensitive handling of client funds.
- Company: Join Close Brothers Group, a leader in financial services with a commitment to excellence.
- Benefits: Enjoy flexible work options and a diverse, inclusive culture.
- Why this job: Make a meaningful impact while developing your skills in a supportive team environment.
- Qualifications: Previous experience in financial services or bereavement administration is a plus.
- Other info: Open to applicants from all backgrounds; we value diversity!
The predicted salary is between 28800 - 43200 £ per year.
OVERALL SUMMARY
In this role you will provide administrative support, following the passing of a client in respect of any funds managed by Trinity Bridge. Working closely with other colleagues, you will be a crucial member of the team, ensuring an efficient and sensitive handling during the process.
RESPONSIBILITIES
- Undertake all stages of the Bereavement Administration process from initial notification, through system updates and document preparation, to the final processing of Deceased estates instructions, within agreed SLAs.
- Have ownership and accountability of a determined book of deceased clients.
- Direct contact with clients and deceased representatives both over the phone and in written form, covering a number of different elements, to ensure an excellent service is provided at all times.
- Close liaison with other internal customers and departments to ensure that an excellent service is provided, at all times.
- Support with the collation of departmental statistics on a daily and monthly basis, where appropriate.
- Ensure any areas of concern are raised in a timely manner to Line Manager.
- Adherence to and updating of, all departmental procedures.
- Consistently demonstrate and act in line with our Business Principles (Client, Excellence, People & Integrity).
- Regulatory responsibilities - Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
WE WOULD LOVE TO HEAR FROM YOU IF:
- Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage.
- Previous Bereavement Administration experience would be a key advantage.
- Keen attention to detail (system and non-system).
- Ability to work quickly and accurately within very tight deadlines.
- Good team player with the ability to work on own initiative.
- Flexible and available to work overtime during peak workload periods.
- Good communication skills (written and verbal).
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Financial Services Operations Executive (12 month FTC) employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Operations Executive (12 month FTC)
✨Tip Number 1
Familiarise yourself with the bereavement administration process. Understanding the nuances of this sensitive area will not only help you in interviews but also demonstrate your commitment to providing excellent service during difficult times.
✨Tip Number 2
Network with professionals in the financial services sector, especially those with experience in wealth management. Engaging with industry peers can provide insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Showcase your attention to detail by preparing for potential interview questions that assess this skill. Be ready to discuss specific examples from your past experiences where your meticulousness made a difference.
✨Tip Number 4
Research Close Brothers Group and their values, particularly around client care and integrity. Being able to articulate how your personal values align with theirs can set you apart as a candidate who truly fits their culture.
We think you need these skills to ace Financial Services Operations Executive (12 month FTC)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements. Highlight key skills such as attention to detail, communication skills, and experience in bereavement administration.
Tailor Your CV: Customise your CV to reflect relevant experience in financial services and any specific roles related to bereavement administration. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that addresses why you are a good fit for the role. Mention your previous experience in wealth management and how it aligns with the responsibilities of the Financial Services Operations Executive position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Close Brothers Group
✨Understand the Bereavement Administration Process
Familiarise yourself with the stages of the Bereavement Administration process. Be prepared to discuss how you would handle sensitive situations and ensure compliance with relevant regulations.
✨Showcase Your Attention to Detail
Highlight your ability to work accurately under tight deadlines. Bring examples from your previous experience where your keen attention to detail made a significant difference in your work.
✨Demonstrate Excellent Communication Skills
Prepare to showcase your verbal and written communication skills. You may be asked to role-play scenarios involving client interactions, so practice articulating your thoughts clearly and empathetically.
✨Emphasise Teamwork and Initiative
Be ready to discuss how you work within a team and also take initiative when required. Share specific examples of how you've collaborated with colleagues or taken charge of a project in the past.
