Apprentice Business Administrator

Support daily administration tasks using our internal CRM system. Scan, save, and organise client and financial documentation. Send and respond to emails professionally using Outlook or equivalent. Upload and manage case documents on lender portals. Prepare and maintain accurate electronic and paper records. Request, log and chase required documents from clients and third parties. Support the compliance process by following procedures for document handling and data protection. Handle incoming phone calls and forward messages appropriately. Liaise with brokers, lenders, and clients professionally via phone and email. Attend internal meetings and take notes where required. Assist with planning and organising travel, meetings, or events as part of business operations. Learn to identify opportunities to improve efficiency and document processes. Take part in training and development sessions to meet apprenticeship goals.

 

Training:

You will be doing a Business Administration level 3 Apprenticship

You’ll receive full support and coaching throughout your apprenticeship.
20% of your working hours will be dedicated to off-the-job training (in line with apprenticeship rules).

Training Outcome:

Following the apprenticeship, there may be the opportunity for a more permanent position within the organisation or further development opportunities.

Employer Description:
We are an award-winning whole-of-market commercial finance brokerage, working with both national and international clients. Listening to our clients' wants and needs helps us match these with the right lenders and present those lenders with all the reasons they need to provide our client with the most competitive terms possible. We embrace the principle of 'know your client' understanding where our clients are currently and where they are heading. We recognise the importance of the job we do and how that affects our clients' future.

Working Hours :
Monday to Friday, 9.00am to 5.30pm. 37.5 hours per week (with 1 hour lunch break per day). (hours can be adapted to accommodate public transport availability).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Motivated,Strong writing skills