A broker assistant is responsible for a wide range of administrative tasks in support of a broker or group of brokers. They may handle customer service inquiries, process transactions, maintain records, and prepare reports. In some cases, they may also provide research and analysis to support the broker’s decision-making.
Broker Assistant job duties include:
- Answer phones and direct calls to the appropriate party
- Greet clients and visitors
- Handle incoming and outgoing mail
- Maintain filing system
- Prepare documents and correspondence
- Schedule appointments and meetings
- Assist with event planning and coordination
- Perform general office duties such as copying, faxing, and scanning
- Research information as requested
- Provide support to the broker and other staff members
Broker Assistant Job Requirements
A broker assistant typically needs at least a high school diploma, although some jobs may require postsecondary education, and must complete on-the-job training. Some states require broker assistants to be licensed. Most employers prefer to hire candidates with previous experience in the financial industry.
Broker Assistant Skills
- Analytical skills
- Communication skills
- Organizational skills
- Computer skills
- People skills
- Interpersonal skills
- Sales skills
- Marketing skills
- Financial analysis skills
- Real estate market knowledge
- Negotiation skills
- Time management skills
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How to become a Broker Assistant
A broker assistant is responsible for providing administrative and clerical support to brokers in a securities firm. Duties typically include maintaining records, preparing reports, and handling customer inquiries. To become a broker assistant, you will need at least a high school diploma or equivalent. Some firms may require post-secondary education, and most will provide on-the-job training. Strong communication, organizational, and computer skills are essential for this position.
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