Partale

• Providing dedicated executive assistant support to the CEO, including diary and inbox management, travel coordination, stakeholder meeting management, and researching and preparing briefings and documentation for executive activities • Supporting the CEO with governance-related administration and communication with the Board and key stakeholders • Coordinating Board and sub-committee meetings, including preparing agendas, booking venues and travel, and providing secretariat support • Coordinating domestic travel for staff, associates, and participants, liaising with Corporate Traveller as required • Overseeing general office services and supplier relationships, including monitoring the AIGI inbox and phone line, and managing stationery, couriers, and workspace maintenance • Managing IT equipment provisioning and maintaining the internal equipment register • Assisting the Finance and Administration Manager with financial administration tasks, including drafting bills and coding expenses • Administering WHS compliance activities, including onboarding and refresher training, maintaining registers, managing contractor documentation, and coordinating remote work check-in systems • Organising logistics for in-person Board meetings and biannual staff offsites, including venue hire, catering, travel, and scheduling, ensuring WHS and accessibility requirements are met • Any additional tasks that align with your role and responsibilities as directed by the CEO or leadership team

• Identify and develop sales opportunities through research, lead generation and outbound sales activities. • Build and maintain relationships with brokers (warm leads) for long-term success. • Manage a portfolio of brokers across designated locations. • Build the brand in NSW and advocate for the business at professional development days, webinars and in daily communications with external stakeholders. • Assist with onboarding and supporting new brokers. • Ensure high-level customer service for both internal and external stakeholders. • Achieve sales targets through growth strategies and exceptional service. • Manage outbound calls, virtual & face to face meetings, and the sales pipeline effectively. • Utilise CRM effectively (Dynamics) for data entry and activity management. • Collaborate with the sales team to convert leads and opportunities. • Attend industry events and development days for networking and brand awareness. • Conduct research on competitors, market trends, and lead acquisition methods. • Partner with Credit & Broker Support teams and colleagues for knowledge sharing and maximising sales. • Assist in training and development of other team members. • Participate actively in team conversations and meetings.

ABOUT OUR CLIENT For over 75 years, our client has given hope to borrowers who have been turned away by the major lenders. By providing a flexible approach to the assessment of their clients' finances, they have supported countless families with opportunities to secure their future. Their team of professionals share a wealth of experience across all areas of banking and finance, having financed more than 30,000 dwellings to date. THE OPPORTUNITY Reporting to the Executive GM of Distribution and Mortgage Operations, this role focuses on consistently and effectively promoting the businesses commitment to ethical, reliable, and helpful service that has earnt our client a strong reputation in the market. With a focus on finding new opportunities, researching, qualifying leads, closing opportunities and completing outbound sales activities. You will strengthen relationships with brokers and aggregators and ensure that the brand continues to grow and succeed. In addition, you will strive to reach monthly settlements targets that will contribute to the continued growth and success of the business. Key responsibilities: Lead Generation & Broker Management - Identify and develop sales opportunities through research, lead generation and outbound sales activities. - Build and maintain relationships with brokers (warm leads) for long-term success. - Manage a portfolio of brokers across designated locations. - Build the brand in NSW and advocate for the business at professional development days, webinars and in daily communications with external stakeholders. - Assist with onboarding and supporting new brokers. - Ensure high-level customer service for both internal and external stakeholders Sales & Pipeline Management - Achieve sales targets through growth strategies and exceptional service. - Manage outbound calls, virtual & face to face meetings, and the sales pipeline effectively. - Utilise CRM effectively (Dynamics) for data entry and activity management. - Collaborate with the sales team to convert leads and opportunities. Professional Development & Growth - Attend industry events and development days for networking and brand awareness. - Conduct research on competitors, market trends, and lead acquisition methods. Teamwork & Support - Partner with Credit & Broker Support teams and colleagues for knowledge sharing and maximising sales. - Assist in training and development of other team members. - Participate actively in team conversations and meetings. WHAT YOU NEED TO SUCCEED To be successful in this unique role, you will possess the following qualities: - Unwavering motivation and desire to achieve sales targets and other KPI’s. - High level of attention to detail. - Advanced problem-solving skills. - Capable of utilising different communication and negotiation skill sets. - Comprehensive understanding of consumer and business lending principles and practices. - Speed to market. - Able to work effectively in a team environment. - Possess relationship building skills with internal and external counterparts. YOUR EXPERIENCE - Must have a current and valid driver’s license to enable you to complete face-to-face visits with brokers. - University Degree or Diploma in Finance, Business or Accounting (or other related field of study). - 7+ year’s experience in Business Development, Account Management or Sales (or other related role). Ideally experience in banks or non-banking lending businesses would be preferred. - Experience within a goal and target oriented position within sales. - Exposure to CRM systems such as Microsoft Dynamics systems would be highly advantageous. HOW TO APPLY You may apply using your LinkedIn profile, however, we would love to know more. Therefore, we welcome the inclusion of a CV and/or attached a cover letter. For further information, please contact Georgia Roberts via groberts@partale.com.au

• Supporting the development, coordination and promotion of learning and development activities (including facilitation of training workshops, conferences, seminars, webinars, delivering masterclasses) • Assisting the management of logistics, sponsorship, marketing, and communication of L&D activities • Supporting the development and maintenance of policies, protocols, plans, and templates relating to event planning and marketing activities • Regularly reviewing, evaluating, and reporting on L&D activities • Monitoring and updating the AIGI and L&D calendars to support effective planning and scheduling • Building and maintaining relationships with, and the positive experience of, key internal and external stakeholders • Providing appropriate guidance, assistance, and information as required to stakeholders in a timely, professional manner • Providing high-level support to AIGI’s partners, collaborators, consultants, speakers, and participants in relation to L&D activities • Any additional tasks that align with your role and responsibilities as directed by the Director of Learning and Resources or CEO