Business Administration Apprentice

Role Responsibilities ( with support and training )

Ensure the smooth-running of the office Answer phones and manage e-mail inboxes Onboard new clients Proactively managing relationships to maintain overall client health Help oversee and manage individual accounts including withdrawals and administration Ensure clients are kept informed with regards to their investments and portfolios as directed Assist clients as required with queries Supporting the Managing director and wider CFM team Scanning post and progressing cases Set up meeting rooms and assist with minute taking and reporting (where necessary) Management of  diaries and booking of appointments Troubleshooting client and sysems issues Follow FCA guidelines as laid out in the Conduct of Business (COB) rules framework. Adhere to the company’s compliance procedures as laid out in our compliance handbook Adhere to the firm’s financial and HR policies and procedures, as well as any budgets that may be in place Assist with marketing, Twitter, LinkedIn, Instagram, website editing Suggest changes or improvements to increase accuracy, efficiency, and cost reductions Learn about the investment management industry Taking responsibility for your specific tasks Supporting the Administration Team function

Training:

Business Administrator Level 3 Apprenticeship Standard:

1 day per month attendance at College (optional) during term time, with regular visits from your apprenticeship Skills Coach in the workplace

Training Outcome:
To be confirmed by employer 

Employer Description:
Capital Financial Markets provides objective advice and bespoke investment management solutions to ensure that your wealth is put in the best position to grow. We have solutions to manage all your family’s wealth through the different generations and life stages.

Working Hours :
Monday - Friday, 9.00am - 5.00pm

Skills:
Communication,,IT Skills,Customer Service,Analytical,Mathmatical,Proactive,Accountability