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!