HEART Trainee – Corporate Circle (Branch Administration)

About the role

The HEART Trainee will join the Branch Administration team to provide efficient administrative support to the Branch Manager and Financial Advisors. This position is part of the School Leavers’ Training Opportunities Programme, offering up to one year of hands‑on experience in a stable financial services environment.

Key responsibilities

• Provide day‑to‑day administrative assistance to ensure smooth branch operations and high customer satisfaction.
• Process applications with 100% accuracy, including checking, coding biographical data, and handling supporting documents.
• Prepare and submit regular reports within stipulated timeframes.
• Dispatch policy contracts and acknowledgement receipts, ensuring all information is correct.
• Sort and dispatch incoming branch mail promptly.
• Maintain adequate stationery supplies for the branch.
• Perform any other job‑related duties as assigned.

Required profile

• Minimum six CXC or GCE “O” level subjects, including English Language and a numeric subject.
• Sound knowledge of computer software packages, especially spreadsheet and word‑processing applications.
• Basic human relations and time‑management skills.
• Effective oral and written communication abilities.

Required skills

• Spreadsheet software (e.g., Microsoft Excel)
• Word‑processing software (e.g., Microsoft Word)

What we offer

• Structured training programme lasting up to one year.
• Immersive practical knowledge of daily operations in a financial services company.
• Opportunity to develop administrative and customer‑service skills in a professional environment.