Apprentice Office Administrator
LEO ALEXANDER WEALTH & FINANCIAL MANAGEMENT LTD
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About the Role
<p>Performing administration duties to ensure clients are confident, capable and informed about their investment and financial choices. Demonstrating a high standard of professional presentation and conduct and enjoying both variety and being part of a vibrant team; you will develop your office, excel and database skills in this busy environment.</p>
- Telephone handling - internal & external
- Data Entry
- Document scanning, copying and archiving
- General administration duties
- Excel Spreadsheet work
- Working as part of a team to achieve deadlines. Developing relationships with key stakeholders
- Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients’ policies. Client data is held securely, and Data Protection considerations are complied with
- Carrying out other tasks as required
- Adhere to and conduct the firm’s appraisal, holiday approval and absence and general conduct procedures
- Comply with all reasonable requests from the senior team
- Responsible for ensuring all office duties are carried out to required standards
- Responsible for ensuring all office equipment is used for required purposes only and to the correct standard
Employment offer is subject to a successful Disclosure and Barring Service (DBS) check. Candidates will also ensure they have sustainable transport to reach our location: Leo Alexander Wealth & Financial Management Limited, 244 Fulwood Road, Broomhill, Sheffield, S10 3AA
- Sustainable employment is subject to review of performance after completion of the apprenticeship programme
About the Training
- Level 3 Business Administrator Apprentice Standard
- Functional Skills in maths and English, if required
- Includes End Point Assessment
- 1 day per month college attendance or online sessions at Sheffield College City Campus
About the Employer
LAWfm was established in June 2010 and provide more than the usual IFA service . This is because we are Discretionary Investment Managers and also provide financial advice. We aim to provide effective investment management and financial planning on behalf of our clients and in line with their objectives and aspirations.
LAWfm believes that the best growth strategy is to provide a high level service that encourages existing clients to recommend us to their friends, colleagues and family. Our team have managed investments on a discretionary basis since 1994 and have provided comprehensive financial advice for 25 years.
Our Senior Investment Manager spent nearly a decade at one of the largest law firms in the UK.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
- Personable
- Confident telephone manner
Training Provider
SHEFFIELD COLLEGE, THE
Course/Training
Business administrator (level 3)
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