Apprentice Business Administrator

Communicating over the telephone with clients, Providers and colleagues. Managing email inboxes. Organise and report data. Use of spreadsheets. Managing in-house computer systems. Filing, scanning and archiving documents. Answering incoming calls to the office. Dealing with post. Data entry Use of bespoke software. Preparing files and supporting Advisors & Administration Team. Any other admin duties as requested.

Training:

You will be completing your Level 3 Business Admin Apprenticeship with Woodspeen Training.

Training Outcome:

The administration role may be a gateway to further career opportunities, such as management or senior support roles.

Other courses that could be beneficial include:

Team Leader Level 3 Associate Project Manager L4

Employer Description:
Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Working Hours :
Monday to Friday 9am to 5pm.

Skills:
IT skills,Organisation skills,Administrative skills,Logical,Time management