Financial Business Administrator Apprentice
Answering the phone and directing messages to the appropriate team member
Greeting clients in the office
Keeping client records up to date
Preparing documents for client meetings
General office administration
Training is all done day to day on the job
Training:
There will be training given on our back-office computer system called intelligent office, this is where all our client data records are kept.
Training Outcome:
To become a full-time financial services administrator.
Employer Description:
Alexander Calder Financial Ltd currently have six financial advisers, five admin staff that support the advisers and one head of operations that supports the day-today running of the business.
Working Hours :
Monday to Thursday 9am to 5pm. Friday 9am to 4pm. You will have an hours break.
Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Initiative,Non judgemental,Positive attitude,Willing to learn,Reliable and punctual