Apprentice Administrator

7 days ago


Gravesend, Kent, United Kingdom Clarence Place Wealth Management Full time

What will the apprentice be doing?

  • 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
  • Efiling 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
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

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Training is provided through Simply Academy studying towards a Level 3 Financial Services Administrator

What is the expected career progression after this apprenticeship?

  • 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

Job Types:
Full-time, Apprenticeship

Salary:
£11,700.00 per year

Benefits:

  • Company events

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

  • Gravesend: reliably commute or plan to relocate before starting work (required)

Education:

  • GCSE or equivalent (required)

Language:

  • English (required)

Licence/Certification:

  • Driving Licence (preferred)

Work Location:
In person

Expected start date: 03/07/2023

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