Broker assistants are responsible for performing all tasks relating to brokerage houses. A well-drafted Broker Assistant Resume covers the following job roles and responsibilities; performing duties like managing and maintaining cash and hedge fund records, maintaining office supplies, scheduling meetings, and filing of expenditure reimbursement, handling calls and emails. They also assist in offering investment advice, conducting research and various other processes. These broker assistants take charge of creating templates and communicating documents.
Broker assistants demonstrate the following skills in their resume – financial expertise, decision-making capacity, conflict resolution, detail knowledge of the financial and banking sector and the ability to work with MS Office and other related software. To become a broker assistant candidates are required to possess at least an Associate’s degree in the relevant field.
Headline : An articulate and quick thinking young Broker Assistant with a natural ability to communicate. A creative person who is willing to contribute ideas and professional opinion on any project, to achieve goals with a reputable company. To work in a challenging and dynamic environment and to keep value-adding to the organization
Skills : Outgoing Personality, General Office Skills, Coachable, Customer Service Skills, Super Telephone Skills, Data Entry, And Typing Skills
Description :
Ensured clients' relationship by selling based on clients' needs, and problem-solving.
Assisted customers with daily transactions, confirmed appointments, Researched historical cost basis and total returns.
Called Clients to inform them of fluctuations and purchase and sale of securities affecting their accounts. Explained complex financial products and services to clients.
Totaled daily transactions and summarized effects on clients' accounts and earnings, complied with security purchased and sales made for clients and record information in journals.
Obtained client information, loan application, financial documentation, etc.
Requested credit reports and pre-underwrote loan packages for ratio alignment prior to submitting to financial institutions for loan approval.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Broker Assistant - Entry Level Resume
Objective : Self-motivated Broker Assistant offering a strong work ethic determination to complete tasks in a timely manner. Accurate and detail with extensive clerical knowledge. Proficient in building customer relationships, sales, and marketing, domestic & international sales, arranging events.
Skills : Dependable, Team player, Microsoft Windows And Internet Skills, Good Credit History.
Description :
Received BOL's from US Foods over fax, distribute to the broker for supplying product for the necessary areas Email delivery dates to the warehouse and prepare for appointment processing to assure the product is delivered at a scheduled time.
Created purchase orders to vendors, negotiate the delivery time and freight amount that will or can be added into the sales amount.
Created sales confirmation orders to customers in assuring they receive their product in an accurate time frame and at a cost that is agreeable.
Arranged a pick-up and delivery with the carrier for small or sample orders.
Issued freight sheets, bill of lading and receiving instructions to trucking companies and cold storage warehouse.
Maintained inventory to ensure there is enough product and replenish any product that is needed in order to complete customers' orders.
Configured broker fee, freight fee, and labor charges to purchase and sales orders.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Science
Broker Assistant - Temp Resume
Headline : Broker Assistant, proficient in MS office, making reports for management which helps to take strategic decisions. Good at written and verbal communication. Pursuing a new professional opportunity with room for advancement. Strong management skills, excellent verbal & written communication skills,
In charged of maintaining investment properties. Serve as a mediator for certain acquisitions.
Engaged with tenants to ensure wants and needs are being met (resulting in more referrals and repeat business).
Brought company to local REIA (increasing brand awareness and networking with potential clients).
Processed incoming and outgoing mail and filed documents properly.
Demonstrated outstanding communication skills with client follow up calls.
Trained and development of 48 plus agents, liaison between agents, title companies, insurance companies, home warranty companies, and other real estate affiliates.
Handled all commission disbursements, office morale, team building activities, on-call schedules, coordinated contract to close activities, construction net sheets for builder/owner.
Managed the personal property of broker and assisted with office management of 1200 rental properties, all travel arrangements, personal dealings, and bonus structures.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Senior Broker Assistant Resume
Summary : Dedicated, professional attitude, honest, dependable, and responsible broker assistant with 7 years of transportation/freight broker experience. Seeking employment in the transportation industry, broker assistant or dispatcher. Ability to work well in a team environment & excellent customer service skills.
Skills : Microsoft Office, Professional phone etiquette, Dependable and reliable, Thrives at multi-tasking, Typing, 10-Key
Description :
Develop, implement, and oversee advertising efforts.
Operate personal computer to compose and edit correspondence and memoranda from dictation, verbal direction, and from the knowledge of established department/division policies; prepare, transcribe, compose, type, edit, and distribute announcements to employees and visitors.
Schedule and coordinate meetings, interviews, appointments, events, and other similar activities for the supervisor via phone and/or electronic mail correspondence.
Establish, maintain, and update files, databases, records, and other documents; develop and maintain data.
Sort, review, screen and distribute incoming and outgoing mail; prepare, compose and ensure timely responses to a variety of routine written inquiries.
Print, maintenance, and other services.
Monetary responsibilities include collecting rent from tenants and depositing funds.
Experience
7-10 Years
Level
Senior
Education
Diploma
Lead Broker Assistant Resume
Summary : Organized, deadline-oriented Lead Broker Assistant with over 7 years of business experience ranging from top territory sales manager and high achieving realtor to educator and social media content manager. Driven by making a difference for clients and colleagues. Good friendly interpersonal relationships.
Skills : Microsoft Office, Management, Problem Resolution, Basic Computer Skills, Troubleshooting
Description :
Coordinated appointments and schedules for open houses, listing presentations, showings, closing meetings, seminars, conferences, and other appointments.
Obtained feedback and logged updates from all showings to ensure seamless communication.
Tracked daily prospecting and lead progress as well as weekly open house numbers.
Arranged and met vendors for inspections and collected design options for materials in renovations.
Prepared homes for showings and held open houses monthly.
Made responsibilities included maintaining social media sites, overseeing deadlines for monthly mailers, Luxury Home Magazine ad placement, gaining referrals for Zillow promotion and International event coordination.
Assessed cost and assigned photographers for upcoming property listings.
Tracked general expenses for current listings.
Experience
7-10 Years
Level
Senior
Education
Master Of Business Administration
Broker Assistant/Office Manager Resume
Summary : To perform with a positive attitude & to join a progressive organization where the potential skills can be utilized for improving the operational performance & contributing substantially towards the growth of the organization. Planned efforts and hard-working & keep cool during adverse circumstances.
Design marketing materials including postcards, flyers, and listing presentation packages in order to gain and promote commercial property listings.
Manage direct mail campaigns to targeted prospects.
Conduct extensive market and prospective tenant/buyer research in order to assist top commercial brokers and teams.
Project management for all current listings including preparation of monthly reports, tracking all leads, mailers, and scheduling site tours.
Prepare and send email notifications and blogging all completed transactions and new property management deals.
Write industry-specific articles for a quarterly newsletter.
Make copies of correspondence or other printed material.
Experience
7-10 Years
Level
Senior
Education
Bachelor Of Science
Broker Assistant I Resume
Summary : Broker Assistant with strong interpersonal skills who is passionate about building and maintaining meaningful relationships, creating experiences, and looking for opportunities to gain hands-on experience in different fields of business. To achieve a position in a progressive organization where all the abilities are tested to its fullest and thereby lead to continuous improvement and growth in the career.
Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
Set up and maintain paper and electronic filing systems for records, correspondence, and other materials.
Locate and attach appropriate files to incoming correspondence requiring replies.
Open, read, route, and distribute incoming mail or other materials and answer routine letters.
Complete forms in accordance with company procedures.
Experience
10+ Years
Level
Consultant
Education
Associates
Broker Assistant/Supervisor Resume
Summary : To obtain a rewarding position that allows utilizing the acquired skills with an opportunity for growth and advancement. A stickler for punctuality and safety. Established history of completing jobs through various kinds of Properties at various locations.
Skills : Microsoft Office, Marketing, Copywriting, Design, Research, Project Management.
Description :
Provided customer service and reception in the front office.
Greeted clients, answered incoming calls and scheduled appointments for clients listing or buying homes.
Assisted in the selling of 82 SFH in Richmond by making folders and producing all disclosures and contracts for Broker.
Maintained appointment calendar for Broker and assistant.
Maintained a database of all clients and prepared for massive mailings to future and past clients.
Ordered all supplies and kept a well-stocked cabinet.
Planned and coordinated appointments, open houses, showings, and meetings with clients and other real estate agents.
Developed marketing plans for listings and creates fliers, newsletters, and other promotional collateral.
Experience
10+ Years
Level
Management
Education
Bachelor Of Science
Broker Assistant - Contract Resume
Headline : To work in an environment of constant learning with an emphasis on quality thereby benefiting the organization and self. To take up higher responsibility in terms of overall perspective and attitude in a company where the abilities and resourcefulness will contribute towards the accomplishment of company goal and continuously improve the competency.
Prepared, proofread and edited correspondence, memos, presentations, and spreadsheets.
Drafted, proofread and edited various real estate documents.
Facilitated the coordination of various parts of presentations from drafting to printing and binding completed presentation books.
Answered phones and interacted with clients/staff.
Initiated external calls to acquire information and update broker contacts/databases.
Coordinated travel arrangements and managed itinerary for Broker.
Required running errands and completing personal tasks as needed for the Broker.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Accountancy
Broker Assistant/Coordinator Resume
Summary : To work with an organization that offers career growth potential, job enrichment and self-development. Seeking a responsible and challenging career with a reputed organization, which will utilize as well as hone the skills and thereby enhance organizational attainment.
Skills : Salesforce, Microsoft Office, Survey Monkey, MailChimp, Cloudingo, Time Management, Social Media.
Description :
Followed up on prospective customers and making appointments to qualified buyers.
Maintained sales database of excel on potential buyers and clients.
Presented inventory as well-performing open houses toward all prospects to gain sales.
Revamped the foreclosure department and manage locators to increase company sales.
Interacted with credit and financial institutions while working with property owners, customers, and housing programs.
Interviewed prospective tenants, qualifying background and income and assuring the vacancies are ready for occupancy.
Scheduled interviews prepare materials for orientation and meeting for new hires by using MS Outlook, Word.
Experience
10+ Years
Level
Management
Education
Associate Of Science
Broker Assistant Resume
Summary : Broker Assistant is responsible for providing a variety of services to the company and their clients. Provide information to business partners about our product or service offerings.
Skills : Microsoft Office, Management, Copywriting, Design, Research, Project Management.
Description :
Coordinated travel arrangements, and meeting schedule.
Quickly became a trusted assistant known for can-do attitude, flexibility, and high-quality work.
Communicated effectively with clients, agents, escrow officers, and financial institutions.
Assisted with the coordination of open house events.
Entrusted to manage an office in the broker's absence.
Provided a timely, courteous and knowledgeable response to information requests; screened and transferred calls; and prepared official office correspondences to clients and state-required real estate documents for escrow files.
Co-developed training manual for newly hired real estate agents.
Experience
7-10 Years
Level
Senior
Education
Bachelor Of Science
Brokerage Assistant Resume
Objective : Pro-active Brokerage Assistant professional with experience in both the accounting and human resources fields. Possess excellent communication skills with a proven ability to maintain confidentiality of written and verbal communication and to develop strong trust-based working relationships. Acquire new skills efficiently, with enthusiasm and autonomy.
Skills : Microsoft Office Suite: 2003, 2007, 2010 Office 365 IOS Proficiency: MAC IPad/ IPhone Multi-function Device: Cannon/HP/Ricoh Proficient Use Of: Adobe Photoshop, InDesign, Pagemaker, Dreamweaver, QuickBooks, Engagement, Practice, LaCerte, Creative Solutions And Colonial.
Description :
Provided administrative support to multiple commercial real estate brokers.
Created and maintained of contact information.
Weekly updates to brokers of potential clientele and property availability.
Coordinated with brokers targeting prospects, creation and output of marketing materials ie: proposals, packages, postcards and flyers.
Scheduled, coordinated and advertised open houses to market properties.
Ordered and coordinated placement of signage for listed properties.
Created and maintained onsite and offsite filing system.
Experience
2-5 Years
Level
Executive
Education
GED
Brokerage Assistant Resume
Headline : Seeking a challenging Brokerage Assistant position in a professional setting that will allow me to utilize my skills obtained through my experiences while also bringing enthusiasm, leadership, dedication, responsibility, and a strong work ethic to the work place.
Skills : Managing Skills, Drafting Skills.
Description :
Researched, analyzed, and interpreted property information.
Created multiple spreadsheets for listings, inventory, proposals, lease/sale comps, tenants, broker valuations, and completed deals.
Documented preparation ie: lease and sale agreements, letters of intent, addendums, exhibits.
Processed renewals on assigned accounts within established timeline.
Documented all phone conversations with clients and surety personnel.
Prepared market surveys, tour books, proposals, lease abstracts, drive time analysis and other client related material.
Drafted and edited proposals, letters of intent and leasing agreements.
Experience
5-7 Years
Level
Executive
Education
MS
Brokerage Assistant Resume
Headline : Driven team player who possesses strong clerical and interpersonal skills, eager to contribute and provide administrative support in a dynamic, people-focused organization.
Skills : Microsoft Office, Photoshop, Illustrator, Indesign, Powerpoint.
Description :
Managed broker's calendar and coordinated showings with realtors, clients, and property owners.
Answered telephone, conveyed messages, and responded to phone inquiries regarding broker's listings from the public and outside real estate brokers.
Responsible for all incoming and outgoing mail, including opening, stamping, and sorting and distributing to staff.
Oversaw marketing efforts for broker's listings, including posting listings to various websites, assembling informational brochures, and creating mail merges to distribute flyers and other correspondence.
Performed market research for specific neighborhoods and prepared reports to be presented to clients.
Maintained accurate and up-to-date files on broker's behalf; created new property files, photocopied documents, and prepared old files for remote storage as necessary.
Obtained employment verifications, written and oral, in connection with lease application process.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Brokerage Assistant Resume
Headline : Motivated Brokerage Assistant professional possessing a strong commitment to quality customer service, coupled with superb communication skills. Builds customer loyalty by resolving problems quickly and accurately. Strong knowledge of banking and financial products and services. Dependable and punctual. Hardworking and outgoing team member.
Skills : Microsoft Office, Payroll, Human Resources, Office Manager, Accounts Payable, Accounts Receivable, Administrative Assistant.
Description :
Directed truck drivers.
Learned a lot more about excel and word.
Monitored daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Scheduled and coordinated transfer and delivery of security certificates between companies, departments, and customers.
Processed transactions to include account openings, transfers, wires, and trade executions in compliance with Federal, State, and internal regulations and policies.
Managed teams prospects and new business efforts, assist with intranet/extranet sites and tech adoption.
Managed teams prospects and new business efforts, assist with intranet/extranet sites and tech adoption.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
