Broker Assistant

Loan Market; Sydney; On-site; AUD 50,000 - 70,000; Full time

Benefits offered by this job

Mentorship program

Structured career pathway

Direct career guidance

Job summary

Ascendra Financial is seeking a Broker Assistant to be the first point of contact for prospective clients and to convert warm inquiries into appointments with our Mortgage Brokers. You will engage clients, understand their lending needs and support growth in settlement volumes.

You will be part of a dynamic, client-focused team offering mentorship and clear career progression within a fast-paced mortgage brokerage environment.

Qualifications

• Experience in converting warm client leads into sales opportunities.
• Excellent verbal and written communication, with a friendly, professional phone manner.
• Strong attention to detail and data integrity in CRM systems and customer records.

Responsibilities

• Manage a high volume of warm phone inquiries and act as the first point of contact for prospective clients.
• Conduct discovery calls to understand lending needs and goals.
• Oversee calendar schedules and convert qualified clients into scheduled appointments with Mortgage Brokers.

Skills

Phone-based sales

Customer service

Communication (verbal)

Data integrity

CRM systems

Calendar management

Google products

Target-driven

Career growth mindset

Tools

CRM systems

Google Workspace

Job description

At Ascendra Financial we specialise in strategic lending and property wealth creation. We are dedicated to helping ambitious Australians understand and use structured lending and property as tools for where they want to grow. We help our clients maximise opportunities, build momentum and make their money work more effectively by creating tailored strategies that support smarter purchases, stronger investment portfolios and long-term wealth creation.

About Us

At Ascendra Financial we specialise in strategic lending and property wealth creation. We are dedicated to helping ambitious Australians understand and use structured lending and property as tools for where they want to grow. We help our clients maximise opportunities, build momentum and make their money work more effectively by creating tailored strategies that support smarter purchases, stronger investment portfolios and long-term wealth creation.

The Role

Our business has experienced rapid growth, generating a high volume of interest from our client database requiring a dedicated professional to step in and support our team.

As Broker Assistant, you will lead the vital first point of contact for our prospective clients and be rewarded for positively impacting our settlement volumes. You will be responsible for confidently engaging with warm client leads, understanding their lending needs and successfully converting them into official appointments with our brokers.

Key Responsibilities

• Effectively manage a high-volume of warm phone sales and inquiries, serving as the friendly and professional first point of contact for prospective clients
• Conduct discovery calls with new clients building instant rapport, answering queries and understanding their financial goals
• Oversee calendar schedules and convert your qualified clients into officially scheduled appointments with our Mortgage Brokers
• Lead appointment coordination between clients and our Brokers and provide accurate, detailed client briefs prior to their scheduled consultations
• Maintain strict data integrity by updating customer details, lead statuses and activity history within the MyCRM system

Skills, Experience and Knowledge

To be successful in this role you must have demonstrable experience in converting warm client leads into sales opportunities and have a preliminary understanding of the Mortgage Broking or Home Lending lifecycle.

• Demonstrable experience working in a phone-based or sales conversion role
• Exceptionally personable with a genuine enthusiasm for speaking with customers, answering questions and guiding them through their initial journey
• Superior verbal and written communication skills with a confident, polite and articulate phone manner
• Skilled at managing workloads efficiently in a high-volume environment whilst also maintaining data integrity and accuracy
• Proficient digital literacy with Google products, calendar management tools and ideally experience using industry-specific software or CRM systems
• Highly motivated by targets directly affecting your rewards and driven by growth within a fast-paced business environment
• A desire to learn more about our business and the industry, with a focus on your long-term career growth

Why Us

Join Ascendra Financial, a highly recommended, supportive and dynamic team, that genuinely cares about client outcomes and your personal career development.

Have a clear, structured career pathway designed to fast-track your career progression to where you want to grow.

Receive direct, hands‑on mentorship from elite professionals who operate at the top of the industry, gaining rare and invaluable insights.

Are you ready to take the next step in your career with a thriving, client‑focused mortgage brokerage?