Business Administration Apprentice

Duties and responsibilities will include:

  • Be the first point of contact for clients
  • Create and update client records on the companies back office system
  • Process documents including scanning and copying
  • Create basic annual client review packs
  • Request and chase client information requested
  • Liaise with third party providers
  • Deal with incoming post
  • Maintain stationary supplies
  • Answering the phone and distributing the enquiry to the relevant person
  • Opening the morning post and sending the post email and distributing
  • Any scanning and copying
  • Sending out letters of authority and chasing
  • Setting clients up in on our back-office system, updating notes and setting tasks
  • Uploading documents onto on our back-office system at processing
  • Sending out basic review packs
  • Keying on paper FinaMetrica Reports
  • Verifying client’s data with online research tools
  • Liaising with third party companies where required
  • Responsibility for highlights low stationary supplies
  • Employer: Simple Financial Advice
  • Location: Congleton
  • Hours: Monday - Friday, 9.00am - 5.00pm
  • Salary: £145.25 - £215.25 weekly wage
  • Closing date: 25/08/2020