About Us

At Inovayt, our mission is to provide lifetime financial solutions by thoroughly understanding our clients' individual needs and goals. We're built on strong values of professionalism, performance, teamwork, and employee wellbeing, creating an environment where both our team and clients thrive.

The Opportunity

We're seeking a dynamic Customer Experience Manager / Mortgage Broker Administrator to support our top performing Broker in maximizing lead conversion, enhancing customer experience, and streamlining operations. This is an excellent opportunity for someone who thrives in a fast-paced environment and wants to make a real impact in the financial services industry.

What You'll Do

Lead Management & Client Coordination

Enter and manage leads in HubSpot, creating comprehensive profiles and tracking deals

Proactively contact prospects to qualify interest and schedule broker appointments

Coordinate client documentation requests and follow-up processes

Assist clients with fact-finding and remove barriers to progress

Communication & Relationship Management

Maintain detailed meeting notes and client updates in HubSpot

Keep referral partners informed of client progress and key milestones

Monitor and triage the broker's inbox in coordination with the Customer Success Manager

Send regular follow-up communications to prospects in the pipeline

Digital Marketing Support

Develop and schedule monthly social media content aligned with our brand

Lead content planning sessions and execute posts across multiple platforms

Support our digital presence and marketing initiatives

CRM & Pipeline Management

Maintain accurate deal progression updates within HubSpot

Ensure consistent and professional communication with all prospects

Support data accuracy and pipeline reporting

What We're Looking For

Essential Requirements:

Proven experience in administrative or client coordination roles in a fast-paced, professional environment

Strong communication and interpersonal skills, with confidence liaising with clients over phone and email

Proficiency in CRM systems (HubSpot experience highly regarded) and Microsoft Office Suite

Experience in mortgage broking industry or financial services (preferred)

Social media content creation and scheduling experience

Excellent organizational skills with attention to detail

Personal Qualities:

Professional, polished communication style

Proactive approach to problem-solving

Ability to manage multiple priorities and meet deadlines

Team player with a positive attitude

Discretion when handling confidential client information

What We Offer

Competitive salary package

Central Brisbane location with excellent transport links

Opportunity to work in a growing financial services business

Supportive team environment focused on professional development

Modern office facilities in Brisbane

Ready to Apply?

If you're looking for a role where you can make a real difference while developing your career in financial services, we'd love to hear from you.

To apply, please submit:

Your current resume

A brief cover letter explaining why you're the perfect fit for this role

Applications close when the right candidate is found, so don't delay!

Inovayt is an equal opportunity employer committed to creating an inclusive workplace for all.