Business Administration Level 3 Apprentice

Answering and directing phone calls Day to day tidiness of the office Preparing office for client meetings Greeting clients and visitors to the office Order and maintain office supplies Maintain contact lists Organise and schedule team meeting Scanning, shredding and filing Manage incoming and outgoing post Updating back-office systems, and relevant business trackers Provide administrative support to advisers and other team members before and after client meetings Monitoring admin email inboxes Liaising with clients to request information/documents Liaising with providers and solicitors for updates Uploading and downloading documents to/from providers as needed General administrative duties

Training Outcome:

On successful completion of the apprenticeship the candidate may be offered a full-time administration role within the firm if possible.  From here they can look to continue their development with professional qualifications and develop towards senior roles.  

Employer Description:

Small independent financial adviser firm, specialising in lifestyle financial planning advice to clients locally and nationally. 

Working Hours :
37.5 hours Monday – Friday 9am- 5pm 30 minutes unpaid lunch break

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Team working,Creative,Initiative,Patience