Office Administrator

2 weeks ago

Merrylands, Australia Mortgage Pass Full time

**Client Services Administrator - 3 days per week per week permanent, part-time**

Join our team at Mortgage Pass, a leading boutique finance broker firm, dedicated to delivering exceptional finance services. We cater to both individuals and businesses, offering a comprehensive finance solutions with a client-centric approach.

**Your New Role**

Working closely with a dynamic team of professionals, your responsibilities will include:

- Extensive coordination of diary management setting up client meetings, including scheduling and follow-up.
- Answering calls
- Assisting in the preparation of client financial documentation
- Organising weekly team meetings.
- Maintaining client records and updating client files in our CRM system (SalesTrekker).
- General administration tasks and providing support to the broader administration team as needed.

**What You’ll Need to Succeed**

To thrive in this role, you should possess:

- Strong organisational skills and attention to detail
- Professionalism and confidence in communicating with clients and colleagues at all levels.
- Strong motivation to contribute to a positive and collaborative team culture.
- Exceptional written and verbal communication skills.
- Proven experience in administration within an office setting.
- Proficiency in Microsoft Office suite and general office technology
- A proactive and forward-thinking approach in the workplace.
- Prior experience in a financial services firm will be highly regarded.

**Where you will be based**

This is a 3-day permanent, part-time role with an option to work from home, part-time role based in the Mortgage Pass office in Merrylands.

**Job Type**: Part-time

Pay: From $36,000.00 per year

Expected hours: 20 per week

**Benefits**:

- Work from home

**Experience**:

- Microsoft Office: 2 years (preferred)

Work Authorisation:

- Australia (required)

Work Location: Hybrid remote in Merrylands NSW 2160

Application Deadline: 11/03/2025
Expected Start Date: 31/03/2025

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