Executive Assistant (AU Mortgage Broker Support) - Onsite

About the Role

The client is a residential and commercial finance broking firm working across mortgage broking, commercial lending, development finance, and equipment finance. We’re looking for an experienced Executive Assistant / Broker Support Officer to work directly alongside the Director and the broader team, helping run the day-to-day, keep the loan pipeline moving, and make sure nothing slips through the cracks.

This role is ideal for someone who takes pride in the detail — the “1%” that most people overlook but that keeps clients happy and deals progressing. Attention to detail and taking the initiative are critical to this role. You’ll be the engine room of a busy broking practice: chasing the follow-ups, staying on top of client requests, and freeing up the Director and the team to focus on clients and lending strategy.


Key Responsibilities

Day-to-day & workflow

• Help run the day-to-day operations of the business and keep the Director and team organised
  
• Look after “the 1%” — the small but important tasks and follow-ups that keep clients and deals moving
  
• Manage calendars, appointments, reminders, and task lists for the Director and team
  
• Track and follow up outstanding tasks, action items, and client requests end-to-end
  
• Manage the inbox and draft/respond to client and lender emails
  

Loan processing & broker support

• Enter and maintain loan application data in the loan lodgement system / CRM
  
• Prepare and assemble lender application forms, supporting documentation, and loan packaging
  
• Assist with building and compiling compliance documents for loan applications (fact find / needs analysis, preliminary assessments, Best Interests Duty records, supporting checklists)
  
• Track loan applications through to settlement and follow up outstanding requirements with clients, lenders, and valuers
  

Repricing & client retention

• Manage the repricing process — review existing client loans, identify repricing opportunities, and submit/track repricing requests with lenders
  
• Maintain client records and proactively flag review and retention opportunities
  

Marketing & admin

• Assist with drafting website content, client communications, and general marketing material
  
• Assist with marketing administration and systems
  
• Conduct research and prepare reports as required
  

Requirements

Ideal Experience

• Previous Executive Assistant, Personal Assistant, or broker support experience
  
• Experience supporting business owners, executives, directors, or teams
  
• Experience in mortgage broking, banking, finance, or financial services preferred
  
• Familiarity with loan lodgement / aggregator software and CRM systems highly regarded
  
• Strong administration and organisational skills
  
• Excellent written and verbal English
  
• Experience working with Australian businesses is highly regarded
  

Personal Attributes

• Exceptional attention to detail — nothing gets missed
  
• Takes the initiative — spots what needs doing and acts without waiting to be asked
  
• Proactive and self-motivated, chasing things down independently
  
• Highly organised and able to manage competing priorities
  
• Professional communicator across email and phone
  
• Takes ownership of tasks and follows through to completion
  

Success in This Role

You’ll become a trusted right-hand to the Director and the team — bringing sharp attention to detail and a take-charge attitude to keep the business organised, the pipeline moving, repricing and client requests on track, and compliance documentation in order, so the brokers can focus on high-value client and lending activities.

Benefits

Why Join Us?

• Healthy, supportive, and professional work environment (Great Place to Work™ Certified for five consecutive years)
  
• Opportunity to lead and shape HR strategy in a fast-paced, high-growth organization
  
• Work with an innovative company delivering cutting-edge solutions across multiple industries
  
• Collaborative, forward-thinking culture that values people, performance, and accountability
  
• Competitive compensation with clear opportunities for career growth and leadership development
  
• 21 leave credits plus all client-based holidays
  
• Comprehensive HMO coverage with dependent benefits
  
• Exposure to world-class leadership from both local and international stakeholders
  
  

Ready to take the next step in your HR leadership career? Apply now!