In-Demand finance assistant Jobs in perth wa

Trainee Broker / Mortgage Broker Assistant
Fundd —Perth WA
- $52,000 - $70,000 a year
- Part-time
- Remote
- Microsoft Office
- Finance
- Senior Secondary Certificate of Education
- Work from home
Quick Apply
13d
Senior Relationship Manager, Business & Private Banking - Perth
ANZ Banking Group —Perth WA
- Full-time
- Communication skills
9d
Business Support Manager
DDR Australia —Perth WA
- Full-time
- Microsoft Office
- Computer skills
- Leadership
- Parental leave
- Employee assistance program
Treasurer - Treasury Management
Wesfarmers —Perth WA
- Full-time
- Engineering
- Finance
- Master's degree
Aboriginal Careers Opportunities
PathWest Laboratory Medicine WA —Perth WA
- Call employer
- Laboratory
- Gym membership
Assistant Accountant
Rare —Perth WA
- $80,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
- Parental leave
- Employee assistance program
Quick Apply
2d
Administration & Reception
Skills Institute Australia —Osborne Park WA
- $52,000 - $55,000 a year
- Full-time
- Management
- Microsoft Office
- Administrative experience
Quick Apply
2d

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finance assistant jobs near perth wa

Trainee Broker / Mortgage Broker Assistant

Fundd
Perth WA

Quick Apply

Job Details

Part-time
$52,000 - $70,000 a year
13 days ago

Benefits

Work from home

Qualifications

Microsoft Office
Finance
Senior Secondary Certificate of Education
Bachelor's degree
Business Administration
Business
Communication skills

Full Job Description

Trainee Broker / Mortgage Broking Assistant (Remote, Australia)

Work from anywhere in Australia | Part-time | $52 k – $70 k + Super + Bonus (based on FTE)

Please read the entire ad before applying.
This role is open only to applicants who live in Australia and hold Australian citizenship or permanent residency (full working rights required).

This job is suitable for someone either (A) Wants to become a broker or (B) Has industry experience however prefers to stay in client services as opposed to becoming a broker.

We do have physical offices in WA so if you prefer a Hybrid office/work from home situation and you're in WA, we can likely accommodate that.

You'll be working with and directly reporting to Christian Merry. The role is Part-time initially that can lead into Full-time work. Ideally 25-30 hours per week and five days a week.

About Fundd

Fundd is a modern, fully-remote finance broking firm with a 20-plus-strong team spread across WA, TAS, VIC & QLD. We’re big on flexibility, health, and shared adventure—yet serious about delivering great results in home loans, asset finance, personal lending, and commercial/development finance. We meet in person at least once a year for an end-of-year celebration and ongoing training keeps everyone sharp.

✨ Why This Role

Primary client contact: guide customers from enquiry to settlement
Blend of service & processing: partner closely with brokers to structure deals
Continuous variety: every lender and client has different rules—there’s always something new to learn
Career runway: step into broking later if that’s your goal

Key Responsibilities

Own the customer experience—answer queries, gather docs, manage expectations
Prepare and lodge applications (home, asset, personal, or business loans)
Liaise with lenders to push files to unconditional approval and settlement
Maintain CRM data and compliance check-lists
Spot process improvements and help refine our playbook

What You’ll Bring

Prior experience in client services, loan processing, or mortgage broking
Confident, native-level English communication (phone & written)
Strong problem-solving skills and attention to detail
High self-discipline—you thrive in a remote set-up
Familiarity with Australian lender policies and NCCP / responsible-lending rules
Bonus points for experience with ApplyOnline, Mercury, Salestrekker, or similar

(A finance/business degree is welcome but not essential.)

Salary & Incentives

Base: $52,000 – $70,000 + Super
Self-introduced loans: earn 20 % of the upfront commission on any deals you bring in—no strings attached

Stand Out With a Short Video

We fast-track applicants who submit a 2-3 min video answering:

Who are you and why Fundd?
What excites you about mortgage broking?
A challenge you solved in finance and what you learned
Values you look for at work and how you live them
Your ideal client interaction within your first 90 days

Email your video to: [email protected]. (90 % won’t—doing it puts you at the top.)

Perks & Culture

True location & schedule flexibility
Down-to-earth teammates who value balance and results
Annual in-person get-together (optional)
Ongoing training, mentorship, and the chance to step into a broker role down the track

Ready to help Australians reach their financial goals while enjoying the freedom of remote work? Hit “Apply” now—and don’t forget that video!

Requirements

Proven experience in client services or mortgage broking, preferably in a remote work environment.
A Bachelor's degree in finance, business administration, or a related field is desirable however not mandatory.
Excellent communication and interpersonal skills with a confident phone manner.
Strong problem-solving abilities and creative thinking skills.
High level of self-discipline and ability to work independently.
Proficiency in Microsoft Office and other relevant software applications.
Familiarity with the Australian mortgage market and regulations.
Passionate about helping clients achieve their financial goals.

Benefits

The flexibility of works hours and location
Awesome culture and work/life balance while still working on daily challenges
Young and exciting business with a like-minded growing team
Ability to grow your personal knowledge base and experience
Ability to progress into a broking role if you choose
You’ll be remunerated well for good work
Opportunities for growth and mentorship within the business and industry

Quick Apply

Refine Your Search

finance assistant jobs in perth wa

Trainee Broker / Mortgage Broker Assistant

Senior Relationship Manager, Business & Private Banking - Perth

Business Support Manager

Treasurer - Treasury Management

Aboriginal Careers Opportunities

Assistant Accountant

Administration & Reception

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