Trainee Office Assistant

Equals One Ltd; West Yorkshire; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Wakefield is seeking a Trainee Office Assistant for full-time, permanent employment. The role involves a variety of administrative tasks such as managing client documentation, answering calls, and supporting day-to-day operations. Candidates should possess strong communication skills and basic IT knowledge. Full training and career development opportunities are provided.

Benefits

Comprehensive training and mentoring

Career development opportunities

21 days holiday plus bank holidays

Company pension scheme

Free on-site parking

Supportive work environment

Qualifications

• Enthusiastic, organised, and willing to learn.
• Reliable and methodical approach to work.
• Respect for confidentiality.

Responsibilities

• Answer and redirect telephone calls.
• Prepare and process client documentation.
• Update and maintain client records.
• Manage incoming and outgoing post and emails.
• Assist with office duties for day-to-day operations.

Skills

Clear and confident communication skills

Strong attention to detail

Basic IT skills

Education

GCSEs including English and Maths at Grade 4 or above

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Trainee Office Assistant

National Living Wage (21 and over) hourly rate £12.21

Location: Wakefield (WF4), Office Based

Monday to Friday, 9.00am – 5.00pm

Full-time, Permanent

What we offer

• Comprehensive training and mentoring from experienced professionals
• Career development opportunities, including structured training with a recognised provider (for eligible candidates)
• 21 days holiday plus bank holidays
• Company pension scheme
• Free on-site parking
• A friendly, supportive, and professional working environment

Who we are

We are an independent financial advisory firm with a strong reputation for integrity, client care, and long-term relationships. Our team helps individuals and businesses make confident financial decisions. As our business continues to grow, we are looking for a Trainee Office Assistant to join us and provide valuable support to our advisers and administrators.

About the role

This is a fantastic opportunity for someone who is eager to begin a career in a professional office environment. The role will give you exposure to a wide range of administrative tasks and the chance to learn how a financial services firm operates. You will receive full training, ongoing guidance, and support from an experienced team.

Key Responsibilities but not limited to:-

• Answer and redirect telephone calls in a professional manner
• Prepare, scan, and process client documentation and correspondence
• Update and maintain client records accurately in our systems
• Manage incoming and outgoing post and emails
• Liaise with providers and colleagues to obtain and share information
• Assist with general office duties to ensure smooth day-to-day operations

The ideal candidate

We are looking for someone who is enthusiastic, organised, and willing to learn. You will need to demonstrate:

• Clear and confident communication skills, both written and verbal
• A reliable and methodical approach to work
• Strong attention to detail and respect for confidentiality
• Basic IT skills, including use of Microsoft Word, Excel, and Outlook
• GCSEs (or equivalent) including English and Maths at Grade 4 or above
• Previous office experience is helpful but not essential.

If you are motivated to start your career in a professional office setting, we would be delighted to hear from you. Please submit your CV and a short cover.

We welcome applications from all backgrounds and are committed to providing equal opportunities.