# Broker Support (Sales & Finance Administration) - BREMPAF02

> Employmate · South Africa (Remote) · Contract · Posted 2025-11-21

**Salary:** unknown currency 192,000–324,000

**Workplace:** remote

**Department:** Administration & Office Support

## Description

**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.

## Apply

[Apply at Employmate](https://apply.workable.com/emapply/j/6E86118B96/apply)

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