Broker Assistant

15 hours ago

Dingley, Victoria, Australia Integrity Finance Australia Pty Ltd Full time $60,000 - $80,000 per year

Join a Successful Brokerage Embracing Innovation

We're on the lookout for an organized, tech-savvy Broker Assistant who's not just great with admin — but also confident using AI tools to streamline tasks and improve productivity.

If you're someone who's comfortable supporting a busy team of brokers while finding smarter ways to work using AI, we'd love to hear from you.

What You'll Be Doing

  • Providing daily admin and operational support to the broker team
  • Preparing and reviewing contracts, forms, and client documents

  • Using AI tools to:

  • Draft emails and documents

  • Conduct research and generate reports
  • Automate repetitive tasks
  • Keeping databases and CRMs accurate and up to date
  • Assisting with onboarding new clients and managing follow-ups
  • Supporting business development and marketing activities
What We're Looking For

Previous experience in an assistant, admin, or coordinator role

 Confident using modern AI tools to assist with daily tasks

 High attention to detail and strong organisational skills

 Excellent communication – both written and verbal

 Comfortable working independently and using initiative

Experience in finance preferred but not essential

Familiar with CRMs or industry-specific platforms an advantage