Apprentice Office Administrator – Financial Services Support

Tasks (not limited to):

Answering and handling incoming phone calls, providing professional services, and resolving client queries. Assisting with administrative tasks such as data entry, document preparation, and managing client information using Microsoft Office tools. Supporting the back-office team with filing, organising, and coordinating schedules to ensure smooth business operations.
Training (not limited to): Comprehensive training on telephone systems and professional communication techniques. Ongoing guidance in the use of Microsoft Office Suite (Excel, Word, Outlook) to manage tasks efficiently. Mentorship from experienced team members to develop a strong understanding of financial services back-office operations.

Training:
Level 3 Business Administrator apprenticeship standard Functional Skills in maths and English if required Development of knowledge, skills and behaviours required to complete the business administrator apprenticeship standard

Training Outcome:

After the apprenticeship, you could secure a permanent role with increased responsibilities in back-office support or administration. We also offer further development opportunities, such as sponsoring higher education. One of our former apprentices is now pursuing a Chartered Manager Degree, fully funded by us.

Employer Description:
C&L FinEfficiency Limited provides essential back-office support services to partners within the financial services industry. By managing administrative tasks, client communications, and data processing, we allow our partners to focus on their core business operations. Our services help streamline processes, improve efficiency, and ensure compliance, making us a trusted resource for financial professionals who need reliable and efficient back-office solutions.

Working Hours :
The working week is Monday to Friday, 9:00 AM to 4:00 PM. You’ll handle phone calls, assist with administrative tasks, and support the back-office team, with time dedicated to training and skill development in a supportive environment.

Skills:
Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience