Financial Services Trainee

Financial Services Trainee

Shartru Wealth Management

Belmont, Newcastle, Maitland & Hunter NSW

Finance Administrative Assistants (Administration & Office Support)

Full time

$40,000 – $45,000 per year

Posted 30d+ ago

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Shartru Wealth Management is a Dealer group in the financial planning industry who are well-established in the market and are looking for an enthusiastic Trainee Financial Services  Officer to join their team.

You will join our team in a traineeship administration position and have a desire for career growth and development opportunities.   

What we will offer you

At Shartru Wealth Management we value the staff who have a can-do attitude and who are motivated to achieve results.  

We are committed to an inclusive culture, where everyone can be themselves at work in an environment that brings out the best in them and their colleagues. 
In this full-time role, you will undertake off the floor study time to successfully complete your qualification, you will work collaboratively with experienced Wealth Management professionals and senior staff members and help a growing business operate more efficiently. 

You will be fully supported within  a very experienced team to develop and expand your skill base while learning and developing your career. This is a great chance to join a company with a very friendly working culture.

We are looking for a team member who is highly motivated and highly engaged to join our staff. You will have a can-do attitude and a willingness to learn. 

You will have the ability to work in a fast-paced environment and have a passion to work with people to achieve great results. 

The successful candidate will undertake a Certificate 111 in  Financial Services  under the guidance of and with support from the Senior Team Members. 
Joining the Shartru Wealth Financial Services  team, your duties will include but not be limited to:

• The ability to ensure excellent interpersonal skills are provided to clients
• General Office Finance Administration - answering & directing incoming phone calls, actioning incoming mail & directing to team members, maintaining general office cleanliness
• Database administration
• Administering applications for client strategies
• The ability to work with Senior Financial Planners to providing support as required
• Maintaining  communication platforms  
• Ability to interpret and apply both industry and organisation procedures, guidelines and policies.
• Booking travel as required for senior Advisers
• Booking Meetings for Advisers when required

To be successful in this role you will need to possess the following attributes:

• Excellent written and oral communication skills
• Strong interpersonal skills
• A good work ethic
• Positive attitude is essential
• Punctual & reliability is essential
• Ability to learn quickly

If you have a great attitude and want to advance your career in administration come and join a strong and growing team, we would love to hear from you! 

Please send your cover letter and resume to us outlining your suitability for the role by clicking on 'Apply now'.  

To be eligible for an apprenticeship or traineeship you must be an Australian Citizen, Permanent Resident or have full working rights.