Office Manager

2 days ago

Seven Hills, Australia Rate Beat Mortgage Pty Ltd TA FLI Group Full time

Job Title: Office Manager ( Finance & Insurance)
Location: Seven Hills-2147 (NSW)
Reports To: Director or General Manager
Employment Type: Full-Time
Salary: $75,000-$85,000+Superannuation

Job Overview:
We are seeking an experienced and highly organized Office Manager to oversee daily operations and administrative functions within our finance and insurance broking business. The ideal candidate will coordinate between teams, ensure compliance, streamline processes, and support both Australian and offshore staff. You will play a key role in keeping the business running efficiently and professionally.

Key Responsibilities:
General Office Administration
• Manage day-to-day office operations across finance, insurance, and support teams.
• Act as the primary liaison between the Australian office and Indian KPO staff.
• Maintain calendars, schedules, and staff task trackers.
• Oversee document control, file management, and client record accuracy.
Team & Workflow Management
• Allocate tasks to admin and operations staff.
• Monitor workload and ensure deadlines are met (e.g., renewals, settlements, client submissions).
• Assist with onboarding, training, and performance support of internal teams.
• Coordinate leave requests, timesheets, and team communication tools (e.g., Zoho People).
Compliance & Quality Control
• Ensure processes follow AFCA, ASIC, and industry standards (Tier 1, MFAA/NCCP, FOS).
• Review client files for completeness and compliance before submission.
• Track key deadlines (insurance renewals, loan lodgments, etc.) and flag risks.
Client Support & Relationship Management
• Act as a point of contact for escalated client issues.
• Oversee service delivery standards and ensure a seamless client experience.
• Ensure timely issuance of insurance certificates, finance application updates, and documentation.
Software & Systems Oversight
• Administer core tools such as Zoho CRM, Zoho People, Xero, and CRM portals (e.g., ApplyOnline, Steadfast).
• Monitor workflows, update templates, and recommend automation improvements.
• Support digital onboarding, e-signatures, and integrations with partners.

Key Requirements:
• 3+ years experience in office management or operations role (preferably in finance or insurance)
• Strong understanding of financial services, insurance broking, or mortgage processes
• High attention to detail and strong time management skills
• Strong communication and leadership skills
• Familiarity with CRM systems, finance/insurance software, and cloud-based tools (e.g. Zoho, Xero, ApplyOnline)
• Tier 2 or Tier 1 General Insurance certification preferred (or willingness to obtain)

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