Business Administration Apprenticeship
Answering the telephone including taking messages
Dealing with clients/visitors on arrival at the office
Making teas and coffees for all staff, client’s and visitors during the day
Empty bins and maintaining cleanliness of the office
Photocopying and scanning as required
Sorting and franking post and ensuring it is taken to the post office
Data input, valuations, reviews, fees and administration of the company database as required
Completing Top Up’s, Fund Switches and Unit Trust to ISA movements to the firm’s standard
Keeping client’s electronic files maintained to the firm’s standard, Following the procedures as set out in the firms various Manuals and Annual Plans
Complying with the rules as set out by the FCA
General administration work as required by the Director, Financial Adviser’s and Practice Manager including assistance in preparing clients files and general upkeep of them
Training:
Level 3 Business Administrator apprenticeship standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.
After approximately 18-months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.
Training Outcome:
On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities.
Employer Description:
Moneyweb are based in East Ayton, North Yorkshire and have been established for over two decades. Please take a look at their website for further information.
Working Hours :
Monday to Thursday, 08.40 - 17.00. Friday, 08.40 - 16.00.
Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative