Overview
Finance Bookkeeper / Executive Assistant (Australian Mortgage Broking) Jobs in Philippines at Wing Assistant
Title: Finance Bookkeeper / Executive Assistant (Australian Mortgage Broking)
Company: Wing Assistant
Location: Philippines
Job Title: Finance Bookkeeper / Executive Assistant (Australian Mortgage Broking)
Employment Type: Project-Based (10–20 hours/week) → Full-Time (Performance-Based Transition)
Location: Remote / Flexible
About the Role
We are seeking a highly experienced and meticulous Finance Bookkeeper / Executive Assistant with a strong background in the Australian mortgage broking industry.
This role is ideal for a detail-oriented professional who understands the compliance-heavy nature of mortgage broking in Australia and thrives in an organized, process-driven environment.
The position will begin as a flexible project-based role (10–20 hours per week), with a clear pathway to transition into a full-time permanent role based on performance and business growth.
You will play a critical role in supporting mortgage operations, compliance, bookkeeping, and administration — acting as both a Broker EA/Admin Assistant and Compliance Officer.
Key Responsibilities📊 Bookkeeping & Finance Administration
- Manage basic bookkeeping tasks including processing invoices, tracking expenses, and reconciling commission accounts
- Monitor loan commissions and operational expenses
- Prepare financial summaries and basic reports for the Principal Broker
🏦 Australian Broking & Loan Submission
- Loan Packaging: Collect, verify, and organize client documents (payslips, bank statements, IDs) in line with Responsible Lending and NCCP obligations
- Submission Management: Accurately prepare and submit loan applications through the aggregator platform
- Pipeline Tracking: Monitor loans from submission to settlement
- Liaise with clients, lenders, and third parties to ensure smooth progression
📋 Compliance & CRM Management
- Maintain audit-ready client files compliant with ASIC and NCCP requirements
- Ensure all documentation meets regulatory and internal compliance standards
- Maintain expert-level proficiency in Connective aggregator software and its Compliance Centre
- Manage and update client data within Mercury CRM
- Maintain accurate pipeline tracking, file notes, and case status updates
Required Skills & Technical Expertise
- Proven administrative/processing experience within the Australian Mortgage Broking industry (ESSENTIAL)
- Hands-on experience completing and submitting Australian lender application forms
- Expert working knowledge of Connective (MUST HAVE)
- High proficiency in Mercury CRM
- Basic understanding of NCCP and Responsible Lending obligations
- Strong understanding of ASIC compliance requirements
- Exceptional written and verbal communication skills
- Meticulous attention to detail
- CPA license (preferred but not mandatory)
