Investor Support Administrator Apprenticeship - Bolton, United Kingdom - MetaGedu

MetaGedu

Verified Company

Bolton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Opportunity information

Salary £18500 per year
Duration 18 months
Advert closing date 25/08/2023

Description

Marlborough has been managing investments for more than 30 years and has earned a reputation as a leader in the world of active management, where fund managers 'actively' select companies to invest in rather than 'passively' tracking an index.

Today we look after the investments of more than 200,000 private, corporate and institutional clients.

Welcoming visitors by greeting them, in person, and making them feel welcome (including providing refreshments)
Maintaining security by following procedures, monitoring the visitor book and the Investor Support diary, and issuing visitor passes.
Maintaining a safe and clean reception area ensuring that this area always portrays the professional image of the company
Receiving incoming deliveries of equipment and sign for postal items liaising with the appropriate members of staff for the delivery of the items and ensuring they reach their desired destination
Archiving both sending and retrieving files from off site storage
Managing the incoming and outgoing post, including recorded delivery and courier deliveries/collections
Distributing and maintaining documents via the document management system
Reprinting and posting statements, tax vouchers and stock transfer confirmations
Sending literature requests and documents to external clients
Producing daily/weekly/monthly reports and sending these to the associated companies and / or brokers

Entry requirements

5 GCSE's Grade A-C or equivalent (must include Mathematics and English)

Training to be provided

Level 3 Investment Operations Technician Standard

Things to consider

£18500 per annum

Skills required

Array

Future prospects

Excellent progression available within the company.

The successful applicant will undertake more responsibilities as the apprenticeship develops with a strong view to securing permanent employment on completion.

Hours per week 35
Working week Monday to Friday 9am to 5pm
Apprenticeship standard Investment operations technician (Level 3)

Bolton, Lancashire, England, BL1 4QP