MA Financial Group is a global alternative asset manager specializing in private credit, real estate and hospitality investments, delivering tailored lending solutions across property, corporate and specialty finance sectors.
In this role, you will support Finsure, one of Australia's fastest-growing and most reputable mortgage aggregators, known for its strong broker relationships and clear career pathways for offshore professionals.
About the Role - Finsure Broker Academy
The Learning & Development Support Officer (LDSO) will primarily support the Finsure Broker Academy, assisting Mentors in delivering program requirements and ensuring new-to-industry brokers are onboarded, monitored and supported throughout their Academy journey.
The role may also provide ad hoc support to the broader Learning & Development team during leave coverage and peak workload periods.
Duties & Responsibilities
- Complete Broker File Reviews
- Manage and respond to Fresh Desk tickets relating to Academy enquiries (Academy interviews, MFAA renewal forms, terminations, general Broker Support enquiries)
- Support Academy onboarding, ensuring the New Broker Academy Checklist is completed accurately
- Conduct Monthly Mentor Fee Audits
- End-to-end scheduling and communication of training and lender-led sessions delivered by Mentors and Lender BDMs.
- Maintain and update Academy learning materials (PowerPoints, branding, dates, documentation updates)
- Liaise closely with Mentors and internal stakeholders to ensure deliverables are met within required timeframes
- Perform other Academy-related tasks as directed by the People Leader or Head of People & Development
- Trigger and coordinate Compliance Audits relating to:
- Academy Broker Graduation
- Removal from File Review tasks
- Changes to Mentor tiers
Knowledge, Skills & Experience Required
- Medium-level experience using spreadsheets
- Strong attention to detail with a high level of accuracy
- Ability to manage processing timeframes and meet deadlines
- Strong organizational and time-management skills
- Ability to build effective relationships with new Broker members
- Ability to work in a fast-paced environment
- Minimum 2 years experience in a related field
- Flexibility to support other team functions when required for business continuity
