About the role

This role is responsible for supporting the company's full-cycle broker onboarding process and the Director's daily operational affairs. It ensures that document collection, compliance follow-up, system access setup, task execution, and communication feedback are completed in a timely, accurate, and closed-loop manner. The core requirement for this role is being reliable, detail-oriented, possessing clear boundaries, providing timely feedback, and being able to drive tasks from initiation to completion.

Key responsibilities

- Independently manage the entire broker onboarding process from application receipt to completion

- Collect, review, and follow up on relevant documents including Cert IV, Diploma, CRN/ACL, AFCA membership, and Professional Indemnity Insurance

- Coordinate background check processes such as police checks, credit checks, and reference checks

- Follow up on matters related to aggregator, licensee, and lender accreditation

- Arrange mentors, industry association memberships, and relevant training

- Set up and maintain CRM entries, email accounts, system permissions, and document folders

- Maintain the onboarding tracker, ensuring the status of documents, missing items, next steps, and responsible parties are clear and traceable

- Manage, record, and track tasks assigned by the Director,



ensuring tasks have progress updates, feedback, and results

- Organize meeting materials, minutes, and action items

- Schedule meetings, training sessions, events, and related calendars

About you

- Possesses a checklist-oriented work mindset, capable of managing complex processes using checklists, trackers, and SOPs

- Able to manage multiple broker onboardings and Director-related tasks simultaneously

- Robust document verification skills, capable of identifying issues such as expired certificates, name discrepancies, missing documents, and date errors

- Proactive in follow-up, without requiring the Director to prompt repeatedly

- Good communication skills in both Chinese and English, particularly the ability to draft clear, professional English emails and notices

- Familiar with or willing to quickly learn system tools such as Microsoft 365, Excel, CRM, and SharePoint/OneDrive

- Basic problem-solving skills, able to propose 1–2 feasible solutions when issues arise

- Able to report issues truthfully and communicate errors immediately upon discovery

- Able to distinguish what information can be shared and what must be reported exclusively to the Director

- Receptive to feedback and adjusts working methods accordingly

📌 Business Support & Broker Onboarding Coordinator-Mandarin Required (North Sydney)
🏢 Myloans Services
📍 North Sydney