The Business Administration Trainee is responsible to support a high level of communication and assistance to ensure consistent, reliable, and skilled 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 new 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.
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📌 Business Administration Trainee (New South Wales)
🏢 Shartru Wealth Management
📍 New South Wales