Business Support Apprentice
Serjeant & Son
Location
Huntingdon, Cambridgeshire | United Kingdom
Job description
What you will do in your working day
Day-to-day duties include:
- Ability to deal with clients face-to-face in a polite and efficient manner, as first point of contact within the firm
- Quoting costs for our services, making appointments and booking meeting rooms
- Certifying clients' ID when attending office
- Providing teas and coffees for clients when required
- Taking payments either by card/cash or cheque and identifying the correct client
- Taking telephone calls, transferring to relevant people and taking detailed messages where required
- Opening new matters on LEAP Practice Management database and producing standard letters in line with company policy
- Distribution of post on a daily basis once checked by a partner and scanned for relevant matters
- Keeping files up-to-date in line with company policy. Carrying out Compliance/AML checks
- Following company procedure regarding filing of Wills, LPAs, and Deeds, and their collection by clients in line with GDPR Policy
- Ensuring client confidentiality is observed at all times. Following procedure for closure of files
- General office duties, including photocopying and scanning, when required
- Taking ownership of the company's online presence, including monitoring Google Reviews. Looking at ways to increase online presence
- Projects to improve the efficiency of the office, taking responsibility for all company precedents
- Mentoring new staff members, showing them the processes and procedures
- Providing updates to all staff at staff meetings regarding website blogs, online campaigns and increasing good reviews
- Purchasing all the stationery for the office on a monthly budget
- Assisting with ascertaining assets/liabilities for probate matters
The training you will be getting
- The learner will be studying for the Business Administrator Level 3 Apprenticeship Standard qualification
- Day release to West Suffolk College
- Functional skills will be studied if equivalent qualifications are not held
What to expect at the end of your apprenticeship
- This Apprenticeship can lead to a Paralegal Apprenticeship for the right candidate
Job tags
Salary
£12.31k per annum
