(App824) Business Administration Apprentice L3

Answering incoming telephone calls promptly and professionally, and accurately taking and relaying messages Meeting and greeting clients, ensuring a welcoming and professional front-of-house experience Preparing refreshments for client meetings Preparing and organising client files and documentation in advance of adviser meetings Providing administrative support to the Senior Administrator/Office Manager with day-to-day office tasks Liaising with external companies and service providers on behalf of clients and advisers Maintaining and updating back-office IT systems and client records to ensure accuracy and compliance Coordinating and arranging client meetings, including scheduling and diary management

Training Outcome:

If candidate is right for the job then they will continue to be employed.

Employer Description:

Investing for Tomorrow has been advising individuals and families across West Yorkshire on financial planning since 1993.

 

We believe it is never too early to start managing and maximising your finances, as smart decisions today help secure the lifestyle you want tomorrow. With expertise across the whole financial marketplace, we support clients at every stage of their financial journey, providing clear, tailored advice and long-term solutions across pensions and retirement planning, protection planning, investment planning, and tax and estate planning.

Working Hours :
9:00am - 5:00pm.

Skills:
Professional,Interpersonal skills,Efficient working,Proactive