About the role The Business Administration Trainee is responsible to support a high level of communication and assistance to ensure consistent, reliable, and professional communication and administrative support is provided in a proactive and timely manner. The role is to support all aspects of administrative responsibilities that are delivered effectively and efficiently to achieve quality relationships and to meet service standard expectations.

Key responsibilities

- Assist the lodgement of applications and submissions of current business in a timely manner
- Provide client service and administrative functions in a timely and agreed manner
- Assist with preparation of client files within the CRM
- Assist with Digital and hardcopy filing of Key documents
- Undertake workflow for Client implementation
- Assist the process of payments to and from the client's funds and accounts where required
- Demonstrate ability to ensure excellent customer service when answering calls to clients and other stakeholders
- Assist and support the collation of documentation for client meetings
- Provide required administrative support to senior Staff




- Ensure all tasks and administrative responsibilities are actioned in a timely manner with a high attention to detail and minimal errors

About you

- Qualification in or willingness to undertake a min Certificate IV Business /Finance

- Highly effective interpersonal skills

- High Attention to detail
- Demonstrated excellence in customer service essential
- Computer literate with keyboarding skills and experience with PC operations
- Proactively develops customer relationships by making efforts to listen and understand the customer (internal and external)
- Demonstrates a positive attitude to change and contribute to new ideas to continually improve service
- Demonstrates independence to identify problems and consults with team members to achieve resolution where necessary

About us Shartru Shared Services Entity is committed to delivering professional administrative support and client services. The organisation upholds ethical and professional standards and is dedicated to providing respectful communication and exceptional customer service to both internal and external customers and stakeholders.

📌 Business Administration Trainee (Belmont)
🏢 Shartru Wealth Management
📍 Belmont