
Financial Services Assistant
7 days ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Mortgage Broker Assistant.
This role offers the chance to develop your organisational skills, gain valuable knowledge in the financial services sector and make a positive impact on people's lives by helping them achieve their dream of home ownership.
Key Responsibilities:
- Communicate with clients to gather necessary financial information
- Maintain organised client files
- Prepare and review loan paperwork
- Coordinate with lenders
- Stay updated on mortgage products and industry regulations
- Provide excellent customer service
Requirements:
- Year 12 Certificate or equivalent
- Strong communication and interpersonal skills
- Detail-oriented with excellent organisational abilities
- Ability to work independently and as part of a team
- Familiarity with mortgage products and services
- Proficient in MS Office Suite
This is an ideal opportunity for someone who is quick-thinking and has strong attention to detail.
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