7 professional services jobs found

Smart Succession Services Fiji is a leading outsourcing firm, specializing in Australian and New Zealand bookkeeping and taxation services. We are looking for dynamic, driven individuals to join our growing team and play a key role in our ongoing success Role Overview The Broker Assistant provides end-to-end administrative and operational support to mortgage and finance brokers. The role focuses on managing loan application workflows, client documentation, lender communication, CRM updates, and compliance requirements to ensure applications progress efficiently from enquiry through to settlement. Key Responsibilities · Support brokers with loan application preparation, lodgement, and tracking · Liaise with lenders, valuers, and third parties for application updates · Manage client onboarding, document collection, and follow-ups · Maintain accurate records in CRM systems (e.g. Salestrekker) · Upload, file, and index documents in CRM and cloud storage...