Executive Manager/Office Manager Mortgage Broking

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: TYPE OF WORK

Part Time

: SALARY

in line with experience

: HOURS PER WEEK

TBD

: DATE UPDATED

Jun 25, 2026

JOB OVERVIEW

We are a busy, family-run Australian mortgage broking business looking for an experienced part-time Executive Assistant / Operations Manager to support our Managing Director and help keep the team organised.

The role focuses on managing the Managing Director’s inbox, answering incoming phone calls, maintaining tasks, coordinating with the team and making sure important work is followed through.

Previous experience in finance, banking, mortgage broking, lending, accounting or a similar financial services role is essential.

Key responsibilities

• Managing and organising the Managing Director’s email inbox
• Reviewing emails and identifying urgent matters, deadlines and required actions
• Answering incoming phone calls in a friendly and professional manner
• Taking accurate messages and directing calls to the appropriate tea ---------- mber
• Identifying urgent calls and ensuring they are followed up promptly
• Creating, allocating and updating tasks from emails, calls and internal requests
• Monitoring outstanding tasks and following up overdue items
• Liaising with tea ---------- mbers to confirm progress, priorities and next steps
• Keeping the Managing Director updated on urgent matters, delays and completed work
• Coordinating workflows across the team
• Ensuring important matters do not fall through the cracks
• Supporting general finance administration and internal business operations
• Helping improve our mailbox, phone, task-management and workflow processes

Essential experience and skills

• Previous experience in finance, banking, mortgage broking, lending, accounting or financial services
• Excellent written and spoken English
• A clear, confident and professional phone manner
• Experience managing a busy executive or business inbox
• Strong understanding of task management and workflow coordination
• Excellent organisational and prioritisation skills
• Confidence following up tea ---------- mbers and keeping work moving
• High attention to detail and reliable follow-through
• Ability to understand financial terminology, documents and processes
• Experience using email, calendars, CRMs and task-management platforms
• Ability to handle confidential financial and client information appropriately

Applicants without relevant finance experience will not be considered.

Preferred but not essential

Experience using BrokerEngine would be highly regarded.

Experience with task-management and workflow tools such as Asana, ---------- , ClickUp, Trello or similar platforms would also be an advantage.

Training can be provided for the right person, so familiarity with these systems is a bonus rather than a requirement.

The person we are looking for

You are proactive, organised and comfortable taking ownership.

You understand that inbox and phone management involve more than simply responding. You can identify priorities, take accurate messages, create and update tasks, follow up the team and make sure nothing is missed.

You will work closely with the Managing Director and act as an important link between management and the wider team. You should be confident communicating clearly, asking sensible questions and following matters through to completion.

Hours and working arrangement

This is a part-time, long-term remote position based in the Philippines.

The preferred start time is 8:30 a ---------- lbourne time, with availability required during Australian business hours. The exact working days, hours and total weekly hours can be discussed with the successful applicant.

How to apply

Please include:

• A brief introduction about yourself
• Details of your finance or financial services experience
• Your experience managing executive inboxes, phone calls and task workflows
• Any experience using BrokerEngine or similar finance and mortgage platforms
• The CRM, email and task-management systems you have used
• Your availability and expected hourly rate
• A short explanation of how you would manage urgent calls, finance emails, internal team requests and approaching deadlines

To show that you have read the full job advertisement, please include the word “ORGANISE” in the first line of your application.

Applications that do not include this word may not be considered.

SKILL REQUIREMENT

Mortgages Back Office Support Multitasking

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Executive Manager/Office Manager Mortgage Broking

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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