Office Administrator Apprentice

Administrative Support: 

Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates – including scanning, storing, and sending documents to clients to sign Maintain accurate records in line with company policies and regulatory requirements. Support the management of client files, ensuring all information is up-to-date and securely stored Taking notes during meetings with clients

Customer Interaction: 

Provide a high standard of service when responding to customer inquiries via phone, email, or face-to-face Assist with onboarding new clients, including verifying documentation and collecting necessary information Escalate more complex client requests to senior team members where appropriate

Compliance and Regulation: 

Learn and adhere to financial regulations such as Anti-Money Laundering (AML), Know Your Customer (KYC), and GDPR Support the preparation of reports and documentation for compliance checks or audits

Data Entry and Reporting: 

Accurately input financial data into systems and generate reports for internal use or external stakeholders - including calculating transactions with clients

Typing up bills and invoices:

Assist in reconciling financial records and identifying discrepancies

Team Collaboration: 

Work closely with the Principle Solicitor and other team members to deliver seamless client service Attend team meetings and training sessions to stay informed of company updates and industry developments

Learning and Development: 

Actively engage in training to complete the Level 3 Financial Services Administrator qualification Shadow experienced team members to gain a deeper understanding of financial products, services, and processes

Training:
Financial Services Administrator Level 3 Apprenticeship Standard You will attend our Training Provider, Skills North East Centre, one day per week

Training Outcome:
Progression within the company

Employer Description:
At Springle & Co. we take our time to help our clients navigate the legal processes involved in protecting their futures and those of the ones they love. You never know what is around the corner, so it’s always better to be prepared.

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

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience