obs

Responsibilities: Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of a financial planning software program. This will involve: Inputting data provided by a manager in the financial planning software. Reviewing the data in the financial plannin

In-Office Requirement: Twice per week You will be required to manage client administration, loan processing support, and operational coordination functions, which may at times extend beyond the duties listed below. Managing end-to-end client onboarding, fact finding, loan processing, lender coordina

Project Engagement:This role is offered as a short-term project engagement for a period of one (1) month. The successful candidate will be engaged on an hourly basis, working up to 8 hours per day, Monday to Friday. Working hours and schedule may be coordinated with the client to ensure project deli

You will be required to manage outbound follow-ups on pending estimates and sales conversion support functions, which may at times extend beyond the duties listed below. Managing outbound calls and communications to customers who have received service estimates, re-engaging potential clients, addres

Part-Time Role (15 Hours per Week) Approximately 60 hours per month You will be required to assist in financial administration and accounting support functions, which may at times extend beyond the duties listed below. Managing financial data entry, accounts payable processing, basic daily reconcil

You will be required to assist in maintaining quality standards and ensuring compliance with internal policies, procedures, and regulatory requirements across operational processes. Managing quality monitoring activities, reviewing operational workflows, and ensuring that internal processes meet req

You will be required to assist in delivering high-quality customer support services, ensuring that all customer enquiries and concerns are handled professionally and efficiently. Managing daily customer interactions, responding to enquiries, resolving issues, and ensuring that customers receive accu

You will be required to assist in all aspects of customer support coordination and service delivery, ensuring that customer enquiries, requests, and concerns are handled efficiently and professionally. Managing the day-to-day coordination of customer requests, including responding to enquiries, coor

You will be required to assist in financial administration, procurement management, and operational data maintenance across internal systems. Managing procurement workflows, maintaining accurate financial records, and supporting bookkeeping processes while ensuring procurement and financial data is

You will be required to assist in all aspects of the company's bookkeeping and financial administration processes, which may at times extend beyond the duties listed below. Managing the day-to-day bookkeeping functions such as processing invoices, reconciling financial transactions, and maintaining

You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below. Managing the day-to-day loan process, including following up on outstanding documentation, packaging loan applications, and liaising w

You will be required to assist in the delivery of fundraising campaigns and communications, which may at times extend beyond the duties listed below. Working within the strategy, messaging and priorities set by the Director of Fundraising, Marketing & Communications (or equivalent), you will support

You will be required to support end-to-end insurance policy processing for an Australian brokerage, ensuring accurate, timely, and compliant handling of personal lines (and commercial, where applicable) policies. This role is delivery-focused and may at times extend beyond the duties listed below to

You will be required to assist in all aspects of the contracts administration process, supporting the Contracts team from Expression of Interest (EOI) through to contract execution. This may at times extend beyond the duties listed below. Managing the day-to-day workflow, including processing EOIs,

You will be required to assist in all aspects of mortgage broking and lending administration processes, which may extend beyond the duties listed below. Working within a collaborative and supportive team, you will receive ongoing in-house guidance and training to help you succeed and grow in the rol

You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below. Managing the day-to-day loan process daily, such as following up to chase outstanding documentation, packaging loans, and liaising wit

Responsibilities: You will be responsible for supporting end-to-end loan processing for an Australian mortgage brokerage, ensuring all applications are handled accurately, efficiently, and in line with compliance requirements. This is a delivery-focused role, and responsibilities may extend beyond

You will be required to assist in all aspects of client experience and finance & settlement coordination, which may at times extend beyond the duties listed below. Managing the day-to-day client journey and administrative processes, including conducting client satisfaction (CSAT) surveys, following

You will be required to assist in all aspects of AI solution development, workflow automation, and process optimisation, which may at times extend beyond the duties listed below. Managing the end-to-end delivery of AI and automation initiatives, including identifying opportunities for automation, de

You will be required to assist in all aspects of software development across both frontend and backend systems, which may at times extend beyond the duties listed below. Managing the development and delivery of features across the full stack, including frontend interfaces, backend services, and data