Broker Assistant

Smith Finance Brokers
Adelaide, SA
A$60,000 p/a
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 19 days ago


Join Smith Finance Brokers – Broker Assistant (Full Time, Adelaide CBD)

Smith Finance Brokers is a boutique, growing mortgage and commercial finance brokerage based in Adelaide. We specialise in tailored loan solutions and long-term client partnerships, taking the time to understand our clients’ goals so we can develop strategies that support their financial success.

We work closely with a wide range of lenders and draw on the expertise of our broader network — including accounting, legal and financial planning professionals — to ensure our clients receive the most suitable lending solutions available.

About the Role
Due to strong growth, we’re looking for a Permanent Full-Time Broker Assistant to join our team in the Adelaide CBD. This role offers a solid opportunity to build your career in the finance industry, with plenty of on-the-job training and exposure to real-world lending outcomes.

You’ll work closely with our brokers and play a vital role in the day-to-day operations, supporting clients and maintaining efficient communication with lenders and third-party professionals.

Key Responsibilities

Liaise with clients to gather necessary documentation and information to support loan applications

Manage communication with lenders to ensure timely progression of loan applications and variations

Engage with third parties such as solicitors, accountants, real estate agents and financial advisers to coordinate the loan process

Maintain accurate records in our CRM and internal systems

Assist with general office administration and operational tasks, potential marketing

Prepare post-settlement audits and documentation for compliance purposes

Skills & Experience

Strong interpersonal skills and a proactive, problem-solving mindset

Excellent verbal and written communication skills

Proficient in Microsoft Office (Outlook, Word, Excel)

Ability to work both independently and collaboratively

Comfortable working under pressure and meeting deadlines

Desirable: Experience using the LMG myCRM platform

Who This Role Might Suit

Candidates studying or planning to study finance or mortgage broking

Recent university graduates in business, accounting or commerce

Current or former employees in banking or financial services


About Smith Finance Brokers

Adelaide, SA, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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