What will the apprentice be doing?
§ Undertake all aspects of administration relating to the team requirements.
§ Follow up to date departmental procedures and controls
§ Complete daily/weekly/monthly and yearly check lists
§ Keep up to date with all changes within the industry
§ Document scanning and archiving
Day to Day Tasks include
§ Input and process records and instructions relating to: Client data, securities data, client transfers, trade settlements, ISA subscriptions and client payments and receipts
What training will the apprentice take and what qualification will the apprentice get at the end?
Level 3 Investment Operations Technician
CISI Investment Operations Certificate
On the job training and development
What is the expected career progression after this apprenticeship?
Potential permanent employment or progression to a higher apprenticeship
Skills RequiredCommunication skills, IT skills, Attention to detail, Problem solving skills, Administrative skills, Number skills, Team working, Initiative
Qualifications RequiredGCSE or equivalent English (Grade 9-6) Essential
GCSE or equivalent Maths (Grade 9-6) Essential