Role Title: Broker Support (Sales & Finance Administration)
Location: South Africa (Fully remote)
Type: Long Term - Contractor
Hours: Monday to Friday (12am – 8am SAST)
Salary: R16 000 - R27 000 per month - Negotiable based on experience
Reporting to: Director / Executive Leadership Team
About our client:
A rapidly-growing commercial finance brokerage specialising in asset, vehicle, truck and machinery lending across Australia.
About the role:
Provide high-quality administrative and customer support to the broker team; managing application and documentation follow-up, CRM tasks and pipeline progress to ensure exceptional client service and efficient process execution.
Key Responsibilities:
- Monitor the CRM system (e.g., tasks, workflows, steps outstanding) to identify broker follow-up items, documentation missing, or application progress stalled.
- Liaise with brokers to chase outstanding documents/applications, communicate with clients, lenders and internal teams to drive completion.
- Process general broker support tasks: file/document preparation, data entry, uploading applications, assisting with workflow routing, ensuring compliance and accuracy.
- Provide customer service: respond to client enquiries (phone, email), update clients on status, escalate any issues, maintain a professional, helpful client interface.
- Work with sales/broker team to prioritise tasks and support busy deal flows, ensuring no outstanding items lag.
- Assist with maintaining and updating CRM data integrity: ensure contact details, application status, follow-up tasks are accurate; report on key metrics (e.g., number of outstanding docs by broker).
- Support internal teams (operations, settlement, marketing) as needed — e.g., preparing reports, coordination of hand-over between broker and settlement team.
Requirements
- Strong administrative experience, preferably in finance or brokerage environment; comfortable working in a fast-paced setting with multiple stakeholders.
- Basic CRM experience is essential, ideally HubSpot, with ability to work with tasks/ workflows and a sales pipeline.
- Excellent communication skills (written & verbal) and customer service orientation.
- Highly organised, methodical, able to track and follow up many moving parts and ensure nothing falls between the cracks.
- Intermediate to advanced Excel skills, ability to generate basic reports and manage data.
- Understanding of broker flows: from application to settlement, documentation obligations, lender requirements.
