Apprentice Administrator

2 weeks ago

Gravesend, 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
- 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

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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