GHL Energy Operations & Broker Support Specialist (PERMANENT AU DAYSHIFT, REMOT

Category: Architecture & Construction

Location:

PERMANENT AU DAYSHIFT, REMOTE/WFH PHILIPPINES
BROKER ADMINISTRATION ASSISTANT (GHL)
Company background: energy broker

Tasks: producing comparison reports (electric bills), data entry, drafting contract, communicating with retailers and clients, operate GHL

TOOLS: GHL

HARD REQUIREMENTS: good comm skills, prev experience, tech savvy

Working hours: 9-5PM BNE

VA rate: $9 AUD per hour (NEGOTIABLE), Starting at 30 hours

Location:** Remote / Work From Home

Reports To:** Director / Business Owner

## ABOUT THE ROLE

ScaleX is looking for a highly organised, detail-oriented, and proactive **Broker Administration Assistant** to support an Australian-based energy brokerage business.

This is a critical operations role supporting the end-to-end administration of **SME and Commercial & Industrial (C&I) energy procurement**, as well as the coordination of solar-related operational activities.

The successful candidate will be responsible for keeping client data, comparison reports, tender documentation, contracts, CRM records, retailer communications, invoicing, and operational workflows accurate and up to date.

This is **not a passive administrative role**. We are looking for someone who takes ownership, understands the importance of accuracy, catches errors before they reach clients, follows tasks through to completion, and actively looks for ways to make processes faster and more reliable.

## KEY RESPONSIBILITIES

### 1. SME Client Processing – End-to-End

- Produce electricity comparison reports using Excel and AI-assisted tools.

- Prepare contracts, Letters of Authority (LOAs), and approval documentation.

- Follow up clients throughout the comparison, approval, and contracting process.

- Liaise with energy retailers regarding switching and invoicing.

- Track electricity switches through to confirmation.

- Prepare draft monthly invoices for commissions.

- Maintain accurate records and ensure every active opportunity has a clear next step.

### 2. Account & Data Management – C&I

- Create and maintain client accounts across internal systems, CRM, and brokerage/retailer platforms.

- Maintain accurate records for NMI, sites, contacts, distributors, metering providers, and retailers.

- Process new accounts promptly following lead or contract confirmation.

- Validate data for completeness, accuracy, and consistency.

- Identify and prevent duplicate or mismatched information across systems.

### 3. C&I Tender Preparation & Processing

- Gather and validate information required for energy tenders.

- Follow up outstanding data from clients, retailers, and metering providers.

- Compile tender documentation, comparison reports, and supporting analysis.

- Quality-check all information before submission to the Director.

- Clearly document methodology, assumptions, and relevant commercial information.

### 4. Contract Documentation

- Prepare and quality-check contracts for both SME and C&I deals.

- Verify commercial terms, site details, rates, contract periods, and other required information.

- Cross-check contracts against retailer offers before issuing them.

- Ensure contracts are delivered promptly once all required information is available.

- Maintain a high level of accuracy, particularly across NMI, rate, and term fields.

### 5. Solar Delivery & Operational Support

- Coordinate logistics associated with solar system delivery and installation.

- Liaise with suppliers, freight forwarders, subcontractors, and installers.

- Coordinate equipment orders and confirm delivery schedules.

- Track purchase orders and deliveries.

- Ensure materials and installers are scheduled appropriately for installation dates.

- Identify potential delays, shortages, or operational issues early and escalate them with possible solutions.

- Provide ad-hoc administrative and basic solar design support as required.

- Develop proficiency in OpenSolar.

### 6. CRM Man