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...
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
Key Responsibilities
Maintain an accurate record of financial transactions and ensure data is up to date in the accounting systems.
Perform reconciliations of balance sheet accounts periodically.
Processing all the transactions in the bank and credit card accounts on a regular basis, identifying the issues or discrepancies and inform them to the operations team.
Knowledge of GST, business activity statements and instalment activity statements.
Monitor financial transactions and ensure compliance with accounting standards and company policies.
Processing Payroll (weekly, fortnightly, monthly) according to the Australian Taxation guidelines and sending the payable information to the operations team with payslips....