Executive Assistant - 106

OVERVIEW:

The company is seeking a highly organised, mature, and proactive Executive Assistant to provide end-to-end support across client management, task coordination, and administrative workflow for a high-performing finance team. This role requires exceptional English communication skills, confidence in speaking with clients who hold significant loan portfolios, and strong mathematical aptitude.

This is not a typical assistant role. While industry experience is not required, the right attitude, intellect, and eagerness to contribute to team success are essential. You will be trained on technical systems (such as Broker Engine), but you must bring natural capability, curiosity, and a genuine interest in finance, money, and people.

RESPONSIBILITIES:

Client & Lead Management:

• Serve as a primary point of contact for clients on behalf of senior team members.
• Confidently engage with clients who manage large loan portfolios, ensuring professionalism and clarity.
• Manage the progress of leads from initial capture until the Fact Find is completed, then hand off to Nikka for application processing.
• Support in running refinancing processes when required.
• Send birthday cards, Christmas cards, and other touchpoints to nurture ongoing client relationships.

Task Coordination & Support:

• Manage and coordinate tasks between:
• Mark and Gary
• Mark and Leonie

• Help Mark and Leonie stay on top of lead progress and essential next steps.
• Ensure no task is missed—acting as the operational “glue” that keeps processes moving.

Broker Engine & Administrative Operations:

• Set up new cards and workflow steps in Broker Engine.
• Send out credit check authorisation forms and follow up as needed.
• Conduct credit checks upon receiving client consent.
• Order valuations when required.
• Act as the communication bridge between Credit Team (Mark & Michelle) and the broader operations team.

General Support:

• Make life easier for the leadership team by managing workflow, prompting next steps, and ensuring seamless client and task progression.
• Handle details and follow-through so the team can focus on strategic and client-facing work.

Requirements:
Must Have:

• Bachelor’s degree required - ideally in Accounting, Business, Finance, Economics, or a related field.
• High English proficiency - Polite, mature, and composed in communication.
• Highly organised with strong attention to detail.
• Mathematically capable and comfortable working in a finance environment.
• Confident speaking with clients, including high-value borrowers.
• A team player who shows initiative and isn’t afraid to speak up or contribute ideas.
• Excellent, stable internet connection for smooth VoIP/phone system performance.
• Interest in finance, lending, and helping people through structured processes.

Added Advantage:

• Experience in client servicing and coordination
• Ability to act as a point of contact for directors or senior management
• Excellent verbal and written English communication skills

What We’re Looking For:

• Someone with exceptional attitude, problem-solving ability, and intellectual curiosity.
• Not necessarily an industry expert—but someone eager to learn.
• Someone capable of managing processes without needing to be micro-managed.
• Someone who makes the team’s life easier by anticipating needs and driving tasks forward independently.