Administration Apprentice - ALTERNO WEALTH LIMITED - Warwick

Apply From: 25th of November 2019
Application Deadline: 14th of December 2019
Salary: £150.00 per week
Start Date: 6th of January 2020

Not taking applications

Administration Apprentice

Employer: ALTERNO WEALTH LIMITED

Duties: 

  • Undertake confidential administrative duties while adhering to FCA regulations, Data Protection, internal policies and procedures
  • Interact with clients, companies and suppliers to resolve queries in a timely and effective manner
  • Work with the financial consultants to prepare client documentation and portfolio reports.
  • Assist the managing director with managerial tasks to prepare documents, help with meeting reports and client documentation
  • Welcome clients and providers to the office, offer refreshments and ensure the adviser is made aware the visitor has arrived
  • Maintain systems and methods for record keeping
  • Open, date stamp all incoming post, scan as necessary. Collect, weigh and correctly stamp all outgoing post
  • Provide a variety of supportive services as directed by the Office Manager or Partner

Weekly wage: £150.00

Working week:  Monday - Friday 9.30am-4.00pm. Includes 30-minute lunch break.

Total hours per week: 30.00

Total hours per week: 40.00

Expected duration: 2 years

Possible start date: 06 January 2020

Personal qualities: 

  • Have energy and drive with a passion for personal development
  • A high work ethic, strong organisational and multi-tasking skills
  • Display a flexible and adaptable approach to the variety and volume of work, with the ability to work under pressure
  • Able to offer a proactive approach to problem-solving, demonstrate attention to detail and case ownership

Desired qualifications:

GCSE (or equivalent) Grades 5/C or above in English and maths 

See all opportunities by WCG (Warwickshire College Group)