Senior Finance Admin

Job Description: Senior Financial Administrator

Location: Hybrid (remote / 2 days in office)

Employment: Permanent, full time

Max Budget: $48,000 fully inclusive of benefits

Reports to: Julia Martinelli (managing director and head finance broker)

Key criteria

Minimum of 3-5 years’ experience in mortgage broking within Australia (ideally LMG)

Excellent written and verbal communication skills

Detail oriented – high level of accuracy

A great attitude and wanting to be part of our growing JLM Team

About JLM At JLM Financial Solutions we specialise in turning complex lending challenges into simple solutions. As the go-to finance brokerage for high-net-worth and self-employed professionals, we simplify your financial journey.

At our core, our mission is simple:

“Empowering you to grow lasting wealth & realise your dreams.”

We do this through our pillars of engagement – enhancing knowledge, encouraging growth and enabling connection.

Role Overview We are seeking a detail‑oriented Finance Administration to support our team and help us with sustainable growth. This role is ideal for someone with experience working in the Australian mortgage broking industry and has specific experience with financial statements, tax returns, and complex entity structures, who enjoys organising information into logical, easy‑to‑use systems.

Key Responsibilities

Data entry, analytics and processing

Entity and relationship mapping

Data cleansing and file management

Quality control and compliance

Client relationship liaison

Continual improvement

Tasks

Data Entry & Processing

Request financial information from clients

Input personal/financial data from client

Save files in client folders

Accurately record income, expenses, assets, liabilities, and key ratios

Run credit report on clients to ensure everything is included in servicing assessment

Compile property reports for pre‑approved clients and obtaining valuations

Prepare loans for submission to lender

Entity & Relationship Mapping

Create company/trust/entity family trees within the CRM, showing relationships between individuals, trusts, and companies

Ensure structures are clearly documented and easy for brokers to interpret

Data Cleansing & File Management

Review and clean up existing digital filing systems

Redact sensitive information to meet compliance requirements

Standardise naming conventions and improve document organisation

Quality Control

Use compliance checklist to ensure compliance

Upload required files to client application

Cross‑check entered data for accuracy and completeness

Flag any discrepancies or missing information for broker follow‑up

Ensure loan tasks are completed in a timely manner, discuss outstanding issues regularly with the broker

Attend courses run by the aggregator to ensure lender and compliance knowledge is up to date

Data analytics

Analyse client financial data to determine loan serviceability

Assist broker to analyse business reporting to assess referrer activity and progress against settlement targets

Relationship liaison

Ensure clients and referral partners are kept up to date on progress of loan submissions

Google reviews

Send google review requests to clients

Business process

Contribute to on‑going business process and system improvements

Highlighting areas for automation and continual improvement

Ensure business process documentation is up to date

Key Skills & Experience Must haves

Minimum 3-5 years’ experience in mortgage broking in Australia

High attention to detail

Excellent communication skills – both written and verbal

Experience reading and understanding financial statements, tax returns, and business structures

Familiarity with self‑employed clients and complex income scenarios

Understanding of privacy and compliance requirements

Ability to work independently, problem solve, prioritise tasks and meet deadlines

Proficiency with Microsoft Outlook, Excel, Word and Teams

Adaptable and embracing of technology and change

A fantastic attitude, wanting to learn and be a part of the team

Nice to haves

Degree in accounting

Systems experience – MyCRM, Fileinvite, ApplyOnline, LoanApp, Quickli, Onedrive, Adobe, Cotality

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