Personal Assistant to Mortgage Broker
Mackay, QLD | Full-Time
Are you highly organised, detail-oriented, and passionate about helping people achieve their financial goals? We’re seeking a motivated Personal Assistant to support a busy Mortgage Broker in delivering exceptional service to clients.
About the Role
In this role, you’ll provide day-to-day administrative support to ensure smooth operations and excellent client experiences. You’ll be a key point of contact for clients, lenders, and business partners, helping manage the workflow from application to settlement.
Responsibilities
- Manage client communications via phone and email with professionalism and care
- Assist in preparing and lodging loan applications and compliance documents
- Coordinate with banks, solicitors, and real estate agents to track application progress
- Maintain accurate client files and CRM records
- Organise calendars, appointments, and follow-ups
- Provide general administrative and office support
About You
- Strong organisational skills with attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and deadlines
- Proactive, reliable, and able to work independently
- Experience in finance, banking, or real estate is highly regarded but not essential
- Tech-savvy with MS Office and ability to learn CRM experience
What We Offer
- A supportive and collaborative working environment
- Opportunities for professional growth and learning within the finance industry with potential to progress to Mortgage Broker
- Flexible working arrangements/hours for the right candidate
- The chance to play an integral role in helping clients achieve their homeownership goals
If you’re looking for a rewarding role where no two days are the same, and you enjoy being the organisational backbone of a thriving mortgage business, we’d love to hear from you!
Apply now with your resume and cover letter.