Apprentice Office Administrator
Telephone handling - internal & external
Data Entry
Document scanning, copying and archiving
General administration duties
Excel Spreadsheet work
Working as part of a team to achieve deadlines. Developing relationships with key stakeholders
Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients’ policies. Client data is held securely, and Data Protection considerations are complied with
Carrying out other tasks as required
Adhere to and conduct the firm’s appraisal, holiday approval and absence and general conduct procedures
Comply with all reasonable requests from the senior team
Responsible for ensuring all office duties are carried out to required standards
Responsible for ensuring all office equipment is used for required purposes only and to the correct standard
Training:
Level 3 Business Administrator Apprentice Standard
Functional Skills in maths and English, if required
Includes End Point Assessment
1 day per month college attendance or online sessions at Sheffield College City Campus
Training Outcome:
Sustainable employment is subject to review of performance after completion of the apprenticeship programme
Employer Description:
LAWfm was established in June 2010 and provide more than the usual IFA service . This is because we are Discretionary Investment Managers and also provide financial advice. We aim to provide effective investment management and financial planning on behalf of our clients and in line with their objectives and aspirations.
LAWfm believes that the best growth strategy is to provide a high level service that encourages existing clients to recommend us to their friends, colleagues and family. Our team have managed investments on a discretionary basis since 1994 and have provided comprehensive financial advice for 25 years.
Our Senior Investment Manager spent nearly a decade at one of the largest law firms in the UK.
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,Initiative,Non judgemental,Patience,Personable,Confident telephone manner