Wealth Management Admin Apprentice

Managing phone calls/visitors coming into the building in a polite and professional manner Dealing with the daily post Completing valuations of client portfolios Setting up and maintaining client files and ensuring all paperwork is filed / scanned correctly Adding new clients onto back-office system and creating tasks, as required Day to day processing of application forms and administration forms for Wealth Management Following up all faxes and forms sent, to confirm safe receipt and anticipated turnaround time Ensuring the cheque register is kept up to date and is accurate Maintaining records of all client and administrative contact; retaining on file and inputting on back-office system Other general office duties This is by no means an exhaustive list and maybe subject to change to suit the needs of the business. Personal Specification: Have (or be predicted to achieve) at least 5 GSCE’s grade 4 to 9 including English and math’s Great communication skills (verbal and written) Strong attention to detail Be self-motivated and able to work as part of a close team This role will be supported by Starting Offs Level 3 Business Administrator qualification and 20% off-the-job training. After the apprenticeship there is also potential to move on to industry

Qualifications

. They champion internal promotion and actively encourage Their team to achieve their career aspirations.