Financial Business Administrator Apprentice
ALEXANDER CALDER FINANCIAL LTD
Apprenticeship Level 3
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About the Role
Are you looking for the opportunity to catapult your career in the financial services sector? Then look no further! You will be a valued member of a small but busy office. You will support our day-to-day operations within the administration team and will benefit from blended learning in-house training and monthly lectures.
- Answering the phone and directing messages to the appropriate team member
- Greeting clients in the office
- Keeping client records up to date
- Preparing documents for client meetings
- General office administration
- Training is all done day to day on the job
Please consider how you would travel to this employer.
To become a full-time financial services administrator.
About the Training
There will be training given on our back-office computer system called intelligent office, this is where all our client data records are kept.
About the Employer
Alexander Calder Financial Ltd currently have six financial advisers, five admin staff that support the advisers and one head of operations that supports the day-today running of the business.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Logical
- Team working
- Initiative
- Non judgemental
- Positive attitude
- Willing to learn
- Reliable and punctual
Training Provider
RNN GROUP
Course/Training
Business administrator (level 3)
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