Our Broker Assistant job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Broker Assistant role
A Broker Assistant provides administrative and clerical support to brokers in the financial services industry. They help with paperwork, data entry, record keeping, and other administrative tasks. They may also provide customer service, answer phones, and help with client inquiries.
Role Purpose
The purpose of a Broker Assistant is to provide administrative and clerical support to a Broker. This may include completing paperwork, scheduling appointments, answering phone and email inquiries, maintaining client records, and providing general customer service. The Broker Assistant may also be responsible for researching market trends and providing research to the Broker in order to assist in the decision-making process. Other duties may include entering data into databases, preparing documents for review, and helping to maintain the Broker’s office.
Broker Assistant Summary
A Broker Assistant is responsible for providing administrative support to a Broker in a fast-paced brokerage environment. The primary duties include maintaining client records, setting up meetings and conferences, preparing documents, responding to inquiries, and other related duties. The ideal candidate will possess excellent organizational and communication skills, be highly organized, and have the ability to multitask. Knowledge of financial products and the stock market is a plus. The ability to work independently and as part of a team is also essential.
Broker Assistant Duties
- Greet customers and answer inquiries
- Maintain and update customer databases
- Assist customers with product selection and purchasing
- Process orders and payments
- Provide customer service support
- Schedule appointments and meetings
- Answer phone calls and emails
- Conduct market research
Broker Assistant Skills
- Excellent customer service
- Strong written and verbal communication
- Proficiency with computer applications
- Organizational and multitasking skills
- Ability to work independently and as part of a team
Broker Assistant Requirements
- Excellent customer service skills
- Ability to multitask
- High School Diploma or equivalent
- Strong organizational and communication skills
- Ability to work independently and as part of a team
Personal Traits
- Excellent communication and interpersonal skills
- Organizational and time management abilities
- Ability to work independently and as part of a team
- Ability to learn quickly
- Proficiency with computer programs and software