Top 12 Broker Assistant Skills to Put on Your Resume

Landing a position as a broker assistant means showing a sharp mix of tools and people skills that keep deals moving and clients cared for. In your resume, spotlight capabilities that match how modern brokerages run—fast, accurate, tech-forward. Make it clear you’re the teammate who smooths the rough edges and keeps the pipeline humming.

Broker Assistant Skills

1. Salesforce
2. Zoho CRM
3. QuickBooks
4. Excel
5. PowerPoint
6. Argus (for real estate)
7. CoStar (for real estate)
8. MLS Access
9. Bloomberg Terminal
10. Market Analysis
11. Communication
12. Negotiation

1. Salesforce

Salesforce is a cloud CRM that organizes leads, accounts, opportunities, service cases, and outreach in one workspace. For brokerage teams, it corrals deals, tasks, and client touchpoints so nothing slips.

Why It's Important

It centralizes client data, tracks every interaction, and automates follow-ups and workflows. Less manual juggling, more consistent service, cleaner reporting—growth without chaos.

How to Improve Salesforce Skills

To sharpen Salesforce impact as a Broker Assistant, lean into customization, automation, and clean data:

1. Customize Dashboards: Build role-specific dashboards and report types for pipeline, deal velocity, and activity tracking that matter to your brokers. Use filters and charts that answer real questions fast.

2. Automate with Flow: Migrate old Workflow Rules/Process Builder to Flow. Create record-triggered and scheduled flows for follow-ups, task creation, document generation, and alerts. Fewer clicks, fewer misses.

3. Integrate Key Systems: Connect email and calendar (Inbox/EAC), e-sign tools, and accounting (QuickBooks/Xero) so commissions, activity, and contracts sync without double entry.

4. Tidy Data and Governance: Use validation rules, duplicate management, required fields, and clear naming conventions. Good data in, trustworthy reports out.

5. Go Mobile: Configure compact layouts and mobile cards so updates on the go are quick and complete.

Dial in the setup, and Salesforce becomes a quiet engine that keeps the day on rails.

How to Display Salesforce Skills on Your Resume

2. Zoho CRM

Zoho CRM helps track contacts, deals, activities, and campaigns with flexible modules and automation that fit small to mid-sized teams. Broker assistants use it to keep pipelines neat and comms consistent.

Why It's Important

It streamlines client management and follow-through, automates reminders, and surfaces insights that make outreach timely and on point.

How to Improve Zoho CRM Skills

To make Zoho sing for brokerage work:

1. Customize: Tailor fields, page layouts, and modules. Use Canvas for clean UIs and Blueprint for guided processes with required steps and approvals.

2. Automate: Create workflows for lead routing, task assignments, email sequences, and SLA reminders. Set scoring rules to highlight hot opportunities.

3. Integrate: Connect email, calendar, phone, and finance tools via Zoho Marketplace. Keep everything synced so teams operate from one truth.

4. Standardize Data: Validation rules, picklists, and deduping keep reports accurate and handoffs smooth.

5. Measure: Build dashboards for conversion rates, cycle time, activities by stage, and forecast accuracy.

How to Display Zoho CRM Skills on Your Resume

3. QuickBooks

QuickBooks handles invoicing, expenses, payroll, and reporting. In a brokerage context, it keeps commissions, fees, and reimbursements tidy and traceable.

Why It's Important

Accurate, timely financials prevent surprises and make performance clear—by client, deal, or team. Faster close, cleaner records.

How to Improve QuickBooks Skills

Level up your QuickBooks setup and habits:

1. Automate Data Capture: Turn on bank feeds, reconciliation rules, and receipt capture. Fewer manual entries, fewer errors.

2. Customize Reports: Build memorized reports for commission tracking, P&L by class/location, and aging. Schedule delivery to stakeholders.

3. Use Classes/Locations: Tag transactions by team, region, or property to slice performance later without guesswork.

4. Harden Security: Assign roles, enable two-factor, close prior periods, and audit changes. Sensitive data stays safe.

5. Integrate: Connect your CRM, e-signature, and expense tools so bills, invoices, and payouts flow cleanly.

How to Display QuickBooks Skills on Your Resume

4. Excel

Excel supports analysis, modeling, and reporting. For assistant work, it’s the place to clean lists, compare comps, crunch payouts, and package numbers that tell a story.

Why It's Important

It boosts accuracy and speed. Reusable models and templates cut repetition. Charts and pivots transform raw data into decisions.

How to Improve Excel Skills

Target high-impact skills first:

1. Modern Lookups: XLOOKUP, FILTER, UNIQUE, and dynamic arrays beat nested VLOOKUPs and clunky helpers.

2. Power Query: Import, clean, and combine data from CSVs, web, and databases. Refresh beats rebuild.

3. Power Pivot/DAX: Build models across tables with measures for caps, yields, and trends.

4. Pivot Tables & Charts: Slice deals by time, rep, region. Pivot charts make patterns pop.

5. Data Validation & Formatting: Drop-downs, input rules, and conditional formatting safeguard quality.

6. Automation: Macros for repetitive steps; templates for recurring reports. Consider Office Scripts if you use Excel on the web.

7. Shortcuts: Train your fingers. Speed compounds daily.

How to Display Excel Skills on Your Resume

5. PowerPoint

PowerPoint packages analysis and proposals into visuals that land. Market snapshots, property profiles, fee schedules, and timelines—clean, clear, persuasive.

Why It's Important

Clients decide faster when they can see the logic. Teams align when slides show the plan without a wall of text.

How to Improve PowerPoint Skills

Make decks crisp and credible:

1. Structure Ruthlessly: One idea per slide. Clear headers. Generous whitespace.

2. Design with Restraint: Use Slide Master for brand consistency. Lean on Designer/Morph for polish without fuss.

3. Show, Don’t Tell: Charts tied to Excel data, high-quality images, short animations to reveal complexity step by step.

4. Interactive Navigation: Add internal slide links for agendas and appendices. Let execs jump to what they care about.

5. Rehearse: Speaker notes, timing checks, and a colleague’s quick review to catch rough edges.

How to Display PowerPoint Skills on Your Resume

6. Argus (for real estate)

ARGUS Enterprise models commercial real estate cash flows, valuations, and scenarios. Broker assistants use it to build pro formas, test assumptions, and prepare investor-ready outputs.

Why It's Important

It standardizes underwriting and speeds up iterations. Forecasts become consistent, defensible, and easy to compare across assets.

How to Improve Argus (for real estate) Skills

Ramp up accuracy and speed:

1. Get Certified: Formal training cements lease structures, market assumptions, and valuation workflows.

2. Practice with Real Files: Rebuild recent deals. Compare results to prior models to spot gaps.

3. Templates and Assumptions: Create standard assumption sets for markets and asset classes. Consistency saves time.

4. Cross-Check: Validate key outputs in Excel (rent rolls, TI/LC, renewal probabilities, exit cap) to catch outliers.

5. Stay Current: Track software updates and market shifts (rates, cap rates, concessions) and refresh your defaults.

How to Display Argus (for real estate) Skills on Your Resume

7. CoStar (for real estate)

CoStar aggregates commercial property data—availabilities, comps, tenants, sales, and trends. It’s the research backbone for prospecting and market intelligence.

Why It's Important

Quickly find comps, validate rents, track pipeline properties, and brief clients with data that stands up to scrutiny.

How to Improve CoStar (for real estate) Skills

Work smarter in the platform:

1. Learn Advanced Search: Stack filters for submarket, vintage, tenancy, and lease terms to pinpoint real comps.

2. Custom Reports: Save report templates for availabilities, lease comps, and sales trends your team requests repeatedly.

3. Market Analytics: Monitor absorption, vacancy, and deliveries. Flag shifts early for your brokers.

4. Keep Notes: Use property and contact notes so knowledge sticks with the record, not just the person.

5. Stay Mobile: Use the app for on-site checks and quick lookups during tours.

How to Display CoStar (for real estate) Skills on Your Resume

8. MLS Access

MLS Access means you can search, enter, and manage listings inside the Multiple Listing Service. It’s the heartbeat of residential inventory and transaction detail in a given market.

Why It's Important

Real-time listings, price changes, status updates, and history—faster searches and cleaner comps, which makes for better client guidance.

How to Improve MLS Access Skills

Make the MLS work harder for you:

1. Master Search Tools: Saved searches, hot sheets, map layers, and custom fields narrow results fast.

2. Accuracy First: Enter complete, compliant data with strong photos and candid remarks. Clean inputs build trust.

3. Use Alerts: Set notifications for price changes, status flips, and new matches to move quickly.

4. Know the Rules: Local MLS policies matter—branding, timelines, coming soon rules, and status changes can be strict.

5. Mobile and Exports: Work from the field and export data cleanly for client-ready summaries.

How to Display MLS Access Skills on Your Resume

9. Bloomberg Terminal

Bloomberg delivers real-time data, news, analytics, and messaging for financial markets. For assistants supporting capital markets or trading desks, it’s the daily cockpit.

Why It's Important

Speed and context. Quotes, curves, news, and chat in one place so decisions happen with full awareness.

How to Improve Bloomberg Terminal Skills

Trim friction and add precision:

1. Launchpad Layouts: Build workspaces with watchlists, charts, news streams, and monitors tailored to your coverage.

2. Alerts: Set price, volume, and news triggers to catch the moment, not the recap.

3. Excel Add‑In: Use BDP, BDH, and BDS formulas for live and historical pulls. Automate reports that refresh on open.

4. IB Chat: Keep structured, searchable conversations with brokers and counterparties. Share tickers and charts inline.

5. Shortcuts and Functions: Learn core commands (TOP, ECO, WEI, HP). Keyboard speed matters when markets move.

How to Display Bloomberg Terminal Skills on Your Resume

10. Market Analysis

Market analysis examines supply, demand, pricing, competitors, and trends. In brokerage, that could mean cap rates and absorption for properties, or sector drivers and risk for securities.

Why It's Important

It underpins recommendations. You spot opportunities early, steer clients away from pitfalls, and support positions with evidence.

How to Improve Market Analysis Skills

Build a repeatable muscle:

1. Track the Macro: Rates, jobs, inflation, sentiment—connect headlines to your niche.

2. Use the Right Tools: Charting platforms, economic calendars, and data portals to pull series you can trust.

3. Historical Context: Study past cycles and comparable periods. Patterns rhyme.

4. Segment Smartly: Break markets by submarket, asset class, or client segment. Averages hide the action.

5. Package Insights: Dashboards and one-pagers with clear takeaways. Actionable beats exhaustive.

How to Display Market Analysis Skills on Your Resume

11. Communication

Communication here means crisp updates, clear requests, reliable follow-through, and the right tone for the moment—between brokers, clients, lenders, and partners.

Why It's Important

Deals move when people understand each other. Misunderstandings stall progress and burn time. Precision keeps trust intact.

How to Improve Communication Skills

Make every touch count:

1. Active Listening: Paraphrase asks, confirm deadlines, note constraints. Close the loop.

2. Concise Writing: Lead with the ask, then the why. Bullets over bricks of text.

3. Templates: Standardize common emails and updates. Personalize the top line; keep the rest consistent.

4. Document Everything: Log calls and decisions in your CRM. Future you will thank you.

5. Timing and Tone: Match urgency and channel to the situation. Sensitive news by phone, details by email, quick checks by chat.

How to Display Communication Skills on Your Resume

12. Negotiation

Negotiation is the give‑and‑take that lands a workable deal. Terms, timelines, price, concessions—balanced so both sides can sign and move on.

Why It's Important

Good negotiation preserves relationships while protecting outcomes. Better terms, fewer surprises, smoother closings.

How to Improve Negotiation Skills

Sharpen your edge with prep and poise:

1. Define BATNA and ZOPA: Know your best alternative and the zone where agreement lives before talks begin.

2. Research: Facts win—market comps, timelines, constraints, and stakeholder priorities.

3. Active Listening: Surface underlying interests, not just stated positions. Ask short, open questions.

4. Anchor and Frame: Set context early. Use ranges carefully. Trade concessions, don’t give them away.

5. Summarize and Confirm: Recap agreements in writing. Ambiguity is the enemy.

How to Display Negotiation Skills on Your Resume