About the role

This is an exciting opportunity to join Xcel Finance Group as an Admin / Broker Assist based in Mulgrave, NSW. In this full-time role, you will be providing critical administrative and operational support to the business and its brokers.

What you'll be doing

- Provide high-quality administrative and clerical support, including data entry, filing, and document management

- Assist brokers with client enquiries, loan applications, and other broker-related tasks

- Maintain and update client records and databases

- Coordinate and schedule appointments and meetings

- Handle incoming phone calls and correspondence

- Contribute to the overall efficiency and smooth operation of the office

What we're looking for

- Proven experience in an administrative or broker assistant role, preferably within the finance or banking industry

- Strong organisational and time management skills, with the ability to prioritise tasks

- Excellent communication and interpersonal skills,



with the ability to interact with clients and colleagues effectively

- Proficiency in Microsoft Office suite, including Word, Excel, and Outlook

- Attention to detail and a commitment to accuracy

- A team player with a positive attitude and a willingness to learn

What we offer

At Xcel Finance Group, we are committed to providing a supportive and rewarding work environment. You can expect competitive remuneration, opportunities for career development, and a range of benefits that support your wellbeing and work-life balance.

About us

Xcel Finance Group is a leading provider of financial services, specialising in mortgage broking, business lending, and wealth management. With a robust focus on customer service and innovation, we are dedicated to helping our clients achieve their financial goals. Join our dynamic team and be a part of our continued success.

Apply now for this exciting opportunity!

📌 Admin / Broker Assist (Mulgrave)
🏢 Xcel Finance Group
📍 Mulgrave