Administration Apprentice

Key responsibilities will include:

Administration & Paraplanning Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, & iBusiness work) Salesforce input and data reports Producing personalised illustrations and up to date wealth accounts Liaising with administration centres regarding client transactional fund information Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers Management of pipeline business Actioning meeting notes and keeping Client file up to date First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards Work on Self-Service systems PA Duties Diary management General administration support, including diary management, appointment making, meeting and greeting clients Word and Excel is essential

Training Outcome:

Upon successful completion of the apprenticeship a full time permanent postion may be offered where available.

Employer Description:
We offer a virtual assistant package to support businesses with their office requirements.

Working Hours :
Monday to Friday, 9.00am to 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative,Patience