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Office Administrator/Pension Tracer Apprenticeship Level 3
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As an apprentice, you'll work at a company and get hands-on experience. You'll gain new skills and work alongside experienced staff.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work:
- Use Microsoft Word, Excel, Outlook and Client Management System
- Pension tracing
- Post handling
- Data entry, record keeping, and document management
- Preparing reports and spreadsheets
- Handling phone and email enquiries
- Supporting internal processes and workflows
- Communicate effectively with internal staff
- Providing professional and timely responses
- Manage workload and priorities to meet deadlines
Where you'll work
Unit 1, Barn 1 Somerford Business Court
Holmes Chapel Road
Somerford
Cheshire
CW12 4SN
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
TOTAL PEOPLE LIMITED
Training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
Course contents
Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
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Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
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Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Training schedule
On the job training will be provided. The apprentice will join group knowledge webinars and one to one coaching sessions with their Total People learning coach.
Desirable qualifications
- GCSE in:
- English (grade 4)
- Maths (grade 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Administrative skills
- Analytical skills
- Attention to detail
- Communication skills
- Customer care skills
- Logical
- Non judgemental
- Organisation skills
- Presentation skills
- Problem solving skills
- Team working
Other requirements
How you will travel to work?
What interests you in this apprenticeship?
About this employer
We are a Pension Tracer company. We trace all types of pensions, regardless of value, age, or complexity We provide the information directly to you You remain in control with no obligation to consolidate or take financial advice We work for you, not to meet sales targets. https://pensionpie.com/ (opens in new tab)
After this apprenticeship
Your earnings can increase over time with an apprenticeship.
Find out about potential future pay (opens in new tab).
Your earnings can increase over time with an apprenticeship. This apprenticeship provides the opportunity to gain hands-on experience within a financial/pension setting, with the opportunity for a permanent position for the right person following the completion of the apprenticeship.
Ask a question
The contact for this apprenticeship is:
TOTAL PEOPLE LIMITED
Jane Smith
janes@totalpeople.co.uk
0161 674 8158
The reference code for this apprenticeship is VAC2000046727.
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