Finance Broker Assistant

2 days ago

Perth, Western Australia Pacific Finance Australia Full time $60,000 - $80,000 per year

About Pacific Finance Australia

For over 30 years Pacific Finance has assisted a range of clients across WA's unique landscape to become the state's leading independently owned asset, commercial and property finance broking group. Our core values of approachability, long term partnerships and leaving no stone unturned are reflected in the relationships we hold and are critical to building strong & lasting partnerships.

Working With Us

  • Be part of a supportive, collaborative team with a strong reputation in the market
  • Learn from experienced brokers and gain hands-on exposure to a wide range of finance deals
  • Enjoy genuine opportunities for career development and progression
  • Work in a professional yet friendly environment where your contributions are valued

About the Role

We're looking for a motivated and detail-oriented Broker Assistant to join one of our senior broking teams. You'll play a key role in the team, managing a busy pipeline, ensuring clients and stakeholders receive regular updates and pushing loans through in a timely fashion. Your responsibilities will include;

  • Liaise with banks, customers, suppliers, accountants and insurance brokers
  • Collecting and preparing documents to complete finance applications
  • Creating and updating client records in our CRM system
  • Tracking applications from submission through to settlement
  • Preparing loan documents and maintaining internal processes
  • Providing after settlement service to ensure client satisfaction

What We're Looking For

This is a fantastic opportunity for some looking to grow their career in finance. While industry experience is preferred, we're equally open to training the right person who brings the right mindset. We'd like to hear from you if you have:

  • Experience in banking or finance (preferred but not essential)
  • Strong organisational skills and high attention to detail
  • Excellent communication skills with confidence dealing with clients and financial institutions
  • A proactive attitude with a willingness to learn and problem-solve independently

Ready to Take the Next Step?

If you're motivated, conscientious, and looking for a career with real growth potential, we'd love to hear from you. Please send your resume and brief cover letter. All enquiries will be treated in the strictest confidence.

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