Business Administration Trainee

Shartru Wealth Management; Newcastle-Maitland; On-site; AUD 42,000 - 54,000; Full time

Job summary

Shartru Wealth Management is looking for a Business Administration Trainee to support communications and administrative tasks in a proactive, timely manner. You will assist with client files, CRM entries, filing, and onboarding processes, while maintaining high service standards.

The role requires attention to detail, strong customer service, and computer literacy, with a willingness to undertake a Certificate IV in Business or Finance. A positive attitude to change and teamwork are valued.

Qualifications

• Highly effective interpersonal skills with internal and external stakeholders.
• Strong attention to detail in all administrative tasks.
• Demonstrated excellence in customer service is essential.
• Proficiency with computers, keyboarding skills, and PC operations.

Responsibilities

• Assist lodgement of applications and new business submissions.
• Provide client service and administrative functions promptly.
• Assist with preparation of client files in the CRM.
• Assist with digital and hardcopy filing of key documents.
• Support client implementation workflows and payments to/from client funds.
• Provide administrative support to senior staff and ensure timely, accurate task completion.

Skills

Interpersonal skills

Attention to detail

Customer service

Computer literacy

Education

Certificate IV in Business/Finance

Job description

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 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.