Broker Assistant

INTERMEDIATE BROKER ASSISTANT

Location: Philippines (Remote)

Shift: 7:00 AM to 4:00 PM

Unlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the accounting industry.

About this role…

We are seeking a highly organized and detail-oriented Broker Assistant to provide comprehensive administrative and client support to our brokers. This role plays a vital part in ensuring smooth day-to-day operations by managing communication, documentation, and transaction coordination. The ideal candidate is proactive, reliable, and capable of performing efficiently in a fast-paced environment.

Key Responsibilities:

1. Administrative Support

• Provide essential administrative assistance to brokers, including managing phone calls, scheduling appointments, and maintaining organized client records.
• Handle correspondence, meeting coordination, and other day-to-day administrative tasks.

2. Client Communication

• Serve as a primary liaison between clients and brokers.
• Handle routine inquiries, manage client communications, and ensure clients receive timely updates regarding their accounts and transactions.
• Maintain a professional and responsive approach to enhance client satisfaction.

3. Documentation and Record Keeping

• Prepare, process, and manage financial documents such as contracts, transaction records, and client identification.
• Ensure all paperwork is completed accurately, compliant with regulations, and properly filed.

4. Data Entry & Finance Application Processing

• Accurately complete data entry of finance applications through CRM systems and other internal platforms.
• Ensure all submissions are processed promptly and in line with company standards.

5. Transaction Coordination

• Coordinate various stages of client transactions, ensuring all required steps are followed and compliance standards are met.
• Liaise with relevant internal and external parties to support smooth completion of deals.

6. Customer Service

• Provide excellent customer service by addressing client concerns and offering prompt support.
• Contribute to a positive client experience by maintaining professionalism and accuracy in all interactions.

Qualifications / Skills:

• At least 3 years' experience in loan processing, ideally within the Australian market.
• Proven ability to thrive in a fast-paced, high-pressure environment.
• Strong multitasking abilities with minimal supervision.
• Excellent written and verbal communication skills.
• Strong problem-solving skills and ability to work independently.
• Exceptional time management and organizational skills.
• High level of attention to detail and accuracy.

WHAT'S IN IT FOR YOU?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• Access to certifications and courses from Ab2 Institute of Accounting
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.