Business Administration Apprentice

Handling incoming and outgoing post, including: Franking outgoing mail and recording in the post book Scanning post, saving to client files, and distributing to clients and internally Maintaining physical permanent files and file explorer records, ensuring they are accurate and kept up to date Onboarding new clients, including: Setting up permanent files Preparing engagement letters and 64-8 forms (and other relevant documentation) Completing AML procedures (including TrustID checks) Managing professional clearance requests Preparing covering letters for and submitting accounts and tax returns Communicating with clients via phone, Microsoft Teams calls, and WhatsApp Registering clients for PAYE and VAT Reviewing client HMRC records and liaising with HMRC to resolve issues or make amendments where required Maintaining Excel control lists to monitor deadlines and ensure timely completion of work Liaising with HMRC, clients, and third parties via routine calls and correspondence Company Secretarial (CoSec) duties, including: Preparing and filing Confirmation Statements (CS01s) Incorporating new companies Updating company information where required (including share changes) Assisting with probate-related documentation and completing various forms for submission Raising invoices using Xero Ordering office stationery and assisting with arranging travel, meetings, and office events Handling general administrative duties such as photocopying and document preparation Supporting ad hoc projects, such as: Creating and maintaining Excel spreadsheets for Christmas Hampers Marketing content and digital campaigns

Training:
An apprenticeship includes regular training with a college or other training organisation At least 20% of your working hours will be spent training or studying Training organisation- ISALES ACADEMY LIMITED Your training course- Business Administrator Equal to Level 3 (A level)

Course contents:

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches' others in the processes required to complete these tasks Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches' others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required Your training plan- Level 3 Business Administration Apprenticeship  Classroom sessions are bi-weekly.

Training Outcome:

This role is for individuals who are driven by financial target achievement as well as providing our customers with a great experience. This could lead to completing a financial qualification once the apprenticeship has been successfully completed.

Employer Description:

Expertax is a trusted accounting solutions provider offering comprehensive accounting and taxation services to businesses of all sizes. Alongside accounts preparation services include bookkeeping and VAT returns, payroll, company secretarial services, tax planning and more.

Working Hours :
09:00– 17:00 Monday to Friday (1 hour for lunch) Office Based x 5 days

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Logical