As a Business Administration Apprentice, you’ll support the day-to-day operations of the business, gaining valuable experience across a range of administrative and organisational tasks. Your duties will include, but are not limited to:
Creating and sending invoices to clients
Providing weekly client updates in a clear and professional manner
Contacting insurance providers to chase information and recording updates in file notes/templates
Managing the company inbox, allocating tasks to the paraplanning team, and responding to queries
Processing business through internal CRM systems and ensuring data accuracy
Drafting client communications, including letters and emails
Preparing meeting packs using internal systems and relevant documentation
Taking minutes during quarterly meetings and distributing them as required
Supporting with general office administration and ad hoc tasks as directed by management
Attending college sessions and completing all coursework and assignments on time
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