BA14 Admin Apprentice at CRBH Ltd
To provide high-quality administrative support to the accountancy team, ensuring the smooth running of the office and assisting with client service delivery, document management, and internal processes.
Apprenticeship Information
| Start Date | 02/06/2025 |
| Location | WN6 9DB |
| Occupational Areas | Business Administration |
| Closing Date | 31/05/2025 |
| Wage | £7.69 Hour |
| Working Week | Mon – Friday, 9am to 5pm |
| Apprenticeship Duration |
18 months |
| Apprenticeship Level | 3 |
- Job Description
• General Office Administration
o Answer and direct phone calls, take messages, and handle correspondence.
o Maintain office supplies and equipment.
o Organise and schedule meetings, appointments, and staff calendars.
o Prepare meeting rooms and manage logistics for internal and client meetings.
o Open Post and file digitally.
• Document & File Management
o Create, update, and maintain client files in both paper and digital formats.
o Assist with the preparation and formatting of reports, invoices, and financial documents.
o Handle sensitive and confidential information in accordance with data protection regulations.
o Preparing Engagement Letters and undertake AML checks.
o Ensure all Onboarding and Disengagement tasks are complete.
o Prepare Disengagement Letters.
• Client Support
o Greet and assist clients in person, via phone, and by email.
o Handle initial client queries and direct them to the appropriate staff member.
o Support onboarding of new clients by gathering necessary documentation.
• Financial & Compliance Support
o Assist with the preparation and sending of invoices and statements.
o Help monitor deadlines for tax returns, VAT submissions, and other compliance requirements.
o Liaise with HMRC and other third parties when needed.
o Submit Confirmation Statements and other documents to Companies House.
o Chase debtors and take payments over the phone.
• Team Support
o Support accountants and partners with diary management and ad hoc tasks.
o Assist with the onboarding and orientation of new team members.
o Contribute to maintaining a clean, organized, and professional office environment. - Personal Qualities
• Polite and respectfully
• Good time keeping
• Patience
• Good communication skill including listening to clients - Qualifications Required
Maths and English minimum level 6/B equivalent
- Future Prospects
Potential progression to AAT including, bookkeeping and payroll responsibilities
- What will the End Point Assessment (EPA) include
Towards the final few months of the apprenticeship you will complete your End Point Assessment. This includes a knowledge test, portfolio-based interview and a project/improvement presentation. All assessment methods will be conducted and graded by an independent EPAO.
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