Data Administration Apprentice

We are seeking an enthusiastic and client-focused individual to join our team as a Data Administrator. In this role you will be the first point of contact for our clients. Delivering a high-quality experience for our clients is key. You will be answering calls for tax queries, to schedule meetings and other requests.

As a Client Service Representative, you’ll be an integral part of our engaging and supportive team. Your responsibilities will include:

• Delivering exceptional customer service and addressing client enquiries with care
• Handling phone calls and acting as the first point of contact for clients who visit the office, ensuring a warm and professional welcome
• Managing the mailbox, allocating messages to the right team members, and following up to ensure tasks are completed
• Scanning and filing documents in the correct client folders
• Onboarding new clients, including conducting Anti-Money
• Laundering (AML) checks, sending out proposals, and maintaining client records
• Taking ownership of your work and contributing to the team’s ability to meet deadlines
• Supporting regular fee reviews and maintaining client AML checks and proposals
• Keeping Excel spreadsheets up to date with accurate data entry and extracting information from various reports
• Assisting the Company Director with Data Analysis by extracting and analysing data from various reports to assess the company's cash flow, track client onboarding, monitor client retention, and evaluate the financial impact of client fees gained or lost. Conduct detailed comparisons of fees against the company's fee matrix to ensure alignment with business objectives.
• Supporting Business Planning and Forecasting by collaborating with the team in the development of the company’s business plan, contributing to the forecasting process, and providing data-driven insights to inform strategic decisions and future growth projections.

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental
• Patience

• English GCSE, grade 4 (Essential)
• Maths GCSE, grade 4 (Essential)