Office Business Administrator Apprentice Level 3

Brief Description

Join an independent financial advice firm helping clients with pensions, investments, mortgages and insurance. As an apprentice, you’ll greet clients, answer calls, manage paperwork, support the office and complete admin tasks. Ideal for someone reliable and committed, with great opportunities to develop professional skills and long-term career.

Qualifications Required

5 GCSEs including 4/C or above for Maths and English

Personal Qualities

Professional and trustworthy when handling confidential information
Positive, polite and friendly attitude
Willingness to learn and develop new skills
Adaptable and able to work effectively as part of a team
Proactive approach with a willingness to take initiative

Skills Required

Reliable and punctual with a strong work ethic
Friendly, confident and professional manner
Excellent communication and telephone skills
Good IT skills and comfortable using Microsoft Office
Organised with strong attention to detail
Good time management and ability to prioritise tasks
Confident speaking with clients and colleagues

Future Prospects

Successful completion of the apprenticeship could lead to a permanent position within the business, with opportunities to progress and develop a long-term career in financial services and business administration.

Vacancy Detail

Duties will include:
Welcoming clients and visitors to the office in a professional and friendly manner.
Answering incoming calls and directing enquiries to the appropriate team member.
Supporting day-to-day office administration and keeping the office organised.
Preparing, filing and maintaining client and company paperwork.
Updating records and ensuring information is accurate and up to date.
Sending and responding to emails and general correspondence.
Assisting with printing, scanning, photocopying and document preparation.
Supporting the team with administrative tasks relating to pensions, investments, mortgages and insurance.
Helping to arrange appointments and maintain diaries.
Learning about financial services and developing strong business administration skills.
Following company procedures and maintaining high standards of professionalism.
Supporting the smooth running of the office and providing excellent client service.

Other Information

Have you considered hours / wage / location?