Admin / Broker Assist
This is an exciting opportunity to join Xcel Finance Group as an Admin / Broker Assist based in Mulgrave, NSW. In this full-time role, you will be providing critical administrative and operational support to the business and its brokers.
What you'll be doing
Provide high-quality administrative and clerical support, including data entry, filing, and document management
Assist brokers with client enquiries, loan applications, and other broker-related tasks
Maintain and update client records and databases
Coordinate and schedule appointments and meetings
Handle incoming phone calls and correspondence
Contribute to the overall efficiency and smooth operation of the office
What we're looking for
Proven experience in an administrative or broker assistant role, preferably within the finance or banking industry
Strong organisational and time management skills, with the ability to prioritise tasks
Excellent communication and interpersonal skills, with the ability to interact with clients and colleagues effectively
Proficiency in Microsoft Office suite, including Word, Excel, and Outlook
Attention to detail and a commitment to accuracy
A team player with a positive attitude and a willingness to learn
What we offer
At Xcel Finance Group, we are committed to providing a supportive and rewarding work environment. You can expect competitive remuneration, opportunities for career development, and a range of benefits that support your wellbeing and work-life balance.
About us
Xcel Finance Group is a leading provider of financial services, specialising in mortgage broking, business lending, and wealth management. With a strong focus on customer service and innovation, we are dedicated to helping our clients achieve their financial goals. Join our dynamic team and be a part of our continued success.
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