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Nelson Scott LLP
,
Northwich, Cheshire
Bereavement Administrator
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Undertake all aspects of administration following the death of a client in respect of funds managed, covering all client types. Key Responsibilities General 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. 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 to ensure that an excellent service is provided, at all times. Involvement in the collation of departmental statistics on a daily and monthly basis, where appropriate. To participate in the Appraisal and Development Scheme. Adherence to and updating of, all departmental procedures. To inform Line Manager of areas of concern and issues that may arise. Regulatory Responsibilities (Compliance/T&C) Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients. About you Qualifications, Skills and Attributes 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). Previous Bereavement Administration experience would be a key advantage. Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage.