Summary
Join our busy financial services team as a Business Administration Apprentice. You’ll play an essential role in ensuring the smooth running of our office, supporting key administrative functions while developing valuable workplace skills.
Wage
£12,480 a year
Apprenticeship National Minimum wage £6.40 per hour.
Training course
Business administrator (level 3)
Hours
Monday - Friday, 09:00 - 17:00, 37.5 hours per week.
37 hours 30 minutes a week
Possible start date
Monday 17 February
Duration
1 year 6 months
Positions available
2
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
Daily duties for this role will include;
* Open office and prepare meeting rooms.
* Scanning and filing documents.
* Answer phone calls and relay messages.
* Create 2025 folders for all clients.
* Add existing client information, including last reports and meeting notes, to 2025 folders.
* Process ISA and Unit Trust/Bond withdrawals.
* Send and chase Letters of Authority.
* Update Salesforce with tasks and client meetings.
* Book and log client meetings on Salesforce.
* Update and prepare valuation reports
Extensive training will be given in all areas of business you will look at during your apprenticeship training. This is an opportunity to learn the ways of operating in a financial setting.
Where you’ll work
Office 65 Viewpoint
Consett Business Park
DH8 6BN
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
DERWENTSIDE COLLEGE
Your training course
Business administrator (level 3)
Equal to A level
Course contents
* Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
* Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
* Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
* Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
* Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
* Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
* Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
* Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
Apprenticeship will be completed fully within the workplace, each month you will work closely with a designated training consultant here at Derwentside College who will support you through your apprenticeship qualification. The apprenticeship is designed to offer on the job training in an industry setting.
Requirements
Essential qualifications
GCSE in:
* English (grade 4/C)
* Maths (grade 4/C)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Problem solving skills
* Administrative skills
* Analytical skills
* Logical
* Team working
* Creative
* Initiative