Specific duties for mortgages and insurance

• Coordinating client loan prefixes, policy anniversaries, birthdays, client notifications, rate sourcing, and CRM updates.
• Supporting mortgage and insurance applications from submission through to settlement
• Assisting advisers with compliance documentation and handovers to banks and/or insurers
• Maintaining CRM tasks and respond to emails in a timely and professional manner – experience using Trail CRM (or similar) is advantageous.
• Keeping up to date with lender and insurer contacts and policy changes
• Providing general admin support including answering calls and assisting advisers day-to-day

What you'll bring:

Experience & Technical Skills:

·       Experience in Financial Services industry.

·       Technology we use – Microsoft Office Suite (particularly Excel, Outlook, Word), DocuSign, Adobe, and Trail CRM.

·       Strong digital literacy; confident navigating shared folders, cloud-based documents, and workflow systems

·       Prior experience in a client service or support role

Soft Skills & Attributes:

·       Strong phone manner – friendly, clear, and professional

·       Attention to detail, maintaining accuracy over data

·       Self-starter mindset and ability to work independently and manage your own workload

·       Great written and verbal communicator

·       Reliable and responsive, proactive and accountable

·       Team player – willing to contribute and adapt in a fast-moving team

·       Respect for confidentiality and a high level of integrity.

·       Professional and friendly team environment

·       Direct access to experienced financial advisers

·       Hourly rate of $... – $... based on experience

·       A genuine opportunity for the role to grow into a full-time position

Legal & Compliance Notes:

This role requires compliance with things like, The Financial Services Legislation Amendment Act 2019, The Privacy Act 2020 regarding client data, Record-keeping obligations under Financial Markets Conduct Act 2013, to name a few. Training will be provided to ensure alignment with these obligations.

To Apply

Send your CV and a short cover note telling us a bit about you and your experience to ****                                                

We’re reviewing applications on a rolling basis, so don’t wait too long to apply!