Apprentice Administrator - Gravesend, United Kingdom - Clarence Place Wealth Management

Description

• 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

• 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

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

• 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

• Company events

• Monday to Friday

• Bonus scheme

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

• GCSE or equivalent (required)

• English (required)

• Driving Licence (preferred)