Business Administrator (Level 3) Apprentice

Key Responsibilities

• Administrative tasks, photocopying, arranging meetings, facilitating communications between the team and arranging group activities.
• Data entry into Customer Relationship Management, diary management, and managing expense claims.
• Assisting with presentations, excel,
• Assisting analysts or team with providing services for regulatory hosting clients. 
• Checking Anti-Money Laundry.
• Assist in checking Companies House; Google checks on Appointed Representatives/funds/potential clients.
• Delivering work to the expected standard and timeframes; and
• Forwarding invoices to clients and chasing for payment, escalating where necessary.

• Assist in the client take on process and client risk assessments. 
• Assist in collation of Team Minutes, Partner Reporting, and preparation of AIFM reports. 

Skills, Knowledge and Expertise

• A minimum of 5 GCSEs with Grades 9-4 (A* to C), including English and Maths.
• No formal experience is required as on the job training will be given alongside the help and support of the other team members.
• Ability to think laterally about the practical application of skills learned as part of the apprenticeship, and within the Alternative Investment Fund Management business.
• Ability to be well-organised, and to meet deadlines.
• Excellent attention to detail and an inquisitive mind-set.
• Ability to work in a small company environment with focused and hardworking individuals.
• Ability to plan effectively, with strong deadline orientation.
• Strong verbal and written communication skills.