Finance Admin & Broker Support Specialist

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

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.