Finance Assistant

🌟 We’re Hiring: Broker Assistant📍 Location: Hybrid (Melbourne-based)💼 Employment Type: Part-time / Permanent Part-time / ContractorAre you passionate about finance and ready to take the next step in your career?Join a community-focused, award-winning brokerage that values collaboration, learning, and professional growth.⸻💡 About the RoleAs a Broker Assistant, you’ll be the driving force behind our brokers — supporting them through loan processing, client communication, and lender coordination.Your work will ensure every client receives a seamless and personalised experience from application to settlement.⸻🧩 What You’ll Do • Support brokers with loan documentation, compliance, and lodgements • Make calls and set appointments with clients, lenders, and referral partners • Track and manage loan applications from submission to settlement • Prepare client files, settlements, and settlement packs • Maintain our CRM systems and keep client data up to date • Assist with marketing and client engagement activities when needed⸻✅ What We’re Looking For • Experience in finance, banking, or brokerage (preferred but not essential) • Strong organisation and communication skills • A proactive attitude with excellent attention to detail • Ability to manage multiple priorities and deadlines • Familiarity with loan processing systems like AOL (advantageous)⸻🌱 Why Join Us • Work alongside experienced, award-winning brokers who are well known in the community • Learn the end-to-end lending process in a supportive and enriching environment • Access to career growth and training opportunities within the finance industry • Enjoy a positive workplace culture built on collaboration, respect, and professional development⸻🚀 Ready to Grow with Us?If you’re ready to grow your career in finance and make a real impact, we’d love to hear from you.👉 Apply online today and be part of a team that’s shaping the future of community-focused finance.