Admin / Broker Assist

Xcel Finance Group; Sydney; On-site; AUD 55,000 - 70,000; Full time

Job summary

Xcel Finance Group in Mulgrave, NSW is seeking an Admin / Broker Assist to provide essential administrative and operational support to the business and its brokers. This full-time role offers a hands-on environment in a dynamic finance team.

You will handle data entry, filing, client records, and coordination of meetings, while assisting brokers with loan applications and client inquiries. Strong organisational and communication skills are essential.

Qualifications

• Proven experience in an administrative or broker assistant role in finance.
• Strong organisational and time management skills.
• Excellent communication and interpersonal skills.
• Proficiency in Word, Excel and Outlook.
• Attention to detail and accuracy.
• Team player with a willingness to learn.

Responsibilities

• Provide high-quality admin and clerical support including data entry, filing, and document management.
• Assist brokers with client enquiries and loan applications.
• Maintain and update client records and databases.
• Coordinate and schedule appointments and meetings.
• Handle incoming calls and correspondence.
• Help ensure office efficiency and smooth operations.

Skills

Data entry

Document management

Time management

Communication

MS Office (Word, Excel, Outlook)

Attention to detail

Team player

Tools

Microsoft Office Suite

Job description

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.