We are looking for a business admin apprentice to join our team. The role requires a switched-on individual who is self-motivated and highly organised. Attention to detail, a high level of accuracy, fantastic customer service and communication skills are very important to be a success in this role.
You will be completing your Level 3 Business Admin Apprenticeship with Woodspeen Training.
What you will do in your working day
- Communicating over the telephone with clients, Providers and colleagues.
- Managing email inboxes.
- Organise and report data.
- Use of spreadsheets.
- Managing in-house computer systems.
- Filing, scanning and archiving documents.
- Answering incoming calls to the office.
- Dealing with post.
- Data entry
- Use of bespoke software.
- Preparing files and supporting Advisors & Administration Team.
- Any other admin duties as requested.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Administrative skills
- Team working
- Initiative
- Patience
- Motivated
Qualifications Required: To be eligible for this role we are looking for individuals who already have their Maths and English qualifications.
Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.