Apprentice Wealth Management Administrator - Waterlooville, United Kingdom - de Mellow & Co Wealth Management
1 week ago
Description
Wealth Management Administrator Apprentice
de Mellow & Co
The successful applicant will work within an office environment, supporting the Paraplanning Team. You will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.
What will the apprentice be doing?
Your duties will include but are not limited to:
- Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff.
- Typing of letters
- Photocopying
- Scanning
- Filing and maintaining internal documents
- IT duties using Microsoft package including Outlook, Excel and
- Word
- Data input
- Excel spreadsheet use
- Chasing of documentation
- Proactive customer contact and communication.
- Dealing with customer queries in relation to their monies and their investments assisting with withdrawals
- Report writing
- Research in preparation for client recommendations
What training will the apprentice take and what qualification will the apprentice get at the end?
Business Administration Level 3
Job Types:
Full-time, Apprenticeship
Salary:
£16,500.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Waterlooville: reliably commute or plan to relocate before starting work (required)
Work Location:
One location
Application deadline: 22/05/2023
Reference ID:
VAC
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