Apprentice Administration Assistant

Prepare client meeting files for planning meetings. Meet and greet clients assist to the meeting room and make refreshments. Prepare and send Letter of Authorities. Birthday cards – prepare monthly ready for posting. Assist with obtaining/chase relevant information from existing providers. Send letters/emails to client regarding planning meetings. Create tasks. Scan files and check before shredding so we can continue to be a paperless office. Open post and deal with accordingly. Scanning of documents. Ensure calendars and diaries are prepared for adviser’s planning meetings. Assist with the organising of client events. Contacting providers to chase outstanding paperwork. Answer telephone call and transfer to appropriate line.

Training:

Business administrator Level 3.

Training will take place one day per week and will consist of face to face learning and remote learning.

Functional skills if required.

Training Outcome:

Future progression available at the Practice within the various areas we advise - Mortgage, Protection or Paraplanning.

Employer Description:
DJS Wealth Adviser LLP is a family run Practice offering value advice. We take pride in providing a full holistic financial planning service to clients and building long-term trusted relationships between our advisers and our clients.

Working Hours :
Monday to Friday 9am until 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working