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Apprentice Administration Assistant

Binding, scanning, printing and filing duties, as required Basic letters and correspondence Scheduling client meetings Data entry using Excel and St. James’s Place internal IT systems Client birthday and Christmas cards Office Receipts Preparing report packs Head Office follow up / general enquiry calls Stationery monitoring / ordering Assisting with the preparation of client meeting packs Maintaining and updating client records Downloading / printing factsheets Preparing and printing mail merges  Attending internal/external training courses and events where required, which may require some travel E-filing and saving documents onto the cloud Sending confidential documents to clients via Qwil Assisting the Business Processing Administrator with sending out LOAs and chasing providers Posting weekly articles on Linked In pages General: Working closely with the PA/Client Servicing Administrators and Business Processing Administrator Supporting the Practice’s ongoing expansion and administrative demands Answering incoming telephone calls in a professional and polite manner Shredding of all confidential information Keeping the office area tidy and presentable at all times Using the internal intranet system to manage client basic enquiries Team working Logging all calls and emails on CRM system in line with compliance regulations Training:Level 3 Financial Services Administrator Apprenticeship Standard: The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles Key Learning Outcomes: A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation Training Outcome: This apprenticeship offers a route for a career in the financial sector A permanent position will be available upon completion of the apprenticeship dependant on performance Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual ....Read more...

Apprentice Recruitment Office Administrator / Receptionist

General Office Support: Primary contact for telephone systems and reception Welcome visitors to the offices and organise refreshments General office correspondence Assisting document control system Co-ordination of corporate events General office housekeeping, paper towel holders and photocopiers/printer paper levels, office supplies etc. Additional Ad-hoc duties required by the company Recruitment Administration: Managing weekly correspondence relating to starters and finishers on a weekly basis between departments “Recruitment” e-mail monitoring, responding to queries and new registrations Registering of Candidates on CRM and CV uploading Vacancy management - White board to be updated daily/weekly (when required) Supporting the recruitment team with candidate administration and communication within the recruitment process Undertake reference checks (when required) General correspondence for operatives i.e., contracts, pay increases, work orders, mortgage letters etc. Develop an understanding of candidate sourcing and job requirements Candidate call rounds relating to profile updates, availability and job suitability Provide admin support for tenders (when required) Recruitment Resourcer: Learn, through support and exposure, how to resource suitable candidates for a wide variety of roles Running adverts, social media posts and sending mail shots for live jobs Reviewing CVs against vacancy requirements Maintaining and updating candidate records on the CRM Gain a good understanding on necessary qualifications, cards and tickets for the industry we work in Creating searches and talent pools for trades Sourcing candidates and attraction Providing support to the recruitment team in filling live vacancies Training Administration (when required): Booking relevant Training Courses for Rail operatives with approved Training Consultants, ensuring operatives receive confirmation of course details and collate and record all booked courses Handle payment for courses and instruct payroll of deductions for existing operatives Training:This apprentice is delivered as a weekly day release at our campus in Stratford, E15. You will need to attend college once a week.  Level 3 Business Administrator Standard  Behaviour, Skills and Knowledge Training Outcome:There is an opportunity to secure a permanent position at the end of successfully completing the apprenticeship with scope to progress throughout the company.Employer Description:In business since 2001, Site Operative Solutions Ltd. (SOS Group) have been successfully supplying all levels of technical personnel to support major contracts within the Rail, Utility, Renewable Energy, Nuclear and Construction sectors.Working Hours :Monday to Friday, 8:30am to 5:30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience ....Read more...