1 Recruit is partnering with Blok Finance to recruit a Junior Broker Assistant in Osborne Park.
The Role:
You will guide every client from approval through settlement and beyond. You manage the moving parts (banks, settlement agents, clients, documents, deadlines) and keep everything on track. You'll work closely with Brent, manage his inbox, work through the CRM checklists, support the offshore team, and report weekly on what's in flight.
Requirements:
- Comfortable with detail and a structured way of working
- Calm, organised, and proactive (you find the work rather than wait for it)
- Strong written and verbal communication, with empathy and clarity
- Minimum 1 year in financial services admin or a closely related industry
- Confident managing several parties and competing deadlines
Skills:
- Proficient with MS Outlook
- Familiarity with the Mercury aggregator CRM platform (preferred)
- Understanding of broker portals (preferred)
- Excellent written and verbal communication skills
- Can read and interpret a settlement statement
- Confident across phone and email with both clients and banks
- Solid time management, good at sorting priorities and adapting to last-minute changes
Experience:
- Minimum 1 year in a financial services admin role (or related industry)
- Can managed multiple parties at once
- Can run multiple applications or tasks with overlapping deadlines
- Familiarity with lender portals and contacting banks for settlement updates (preferred)
- Previous PA or small-team management experience (preferred)
Please contact Ruby on 0450 547 *** for a confidential discussion.