Broker Assistant Resume Samples

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.

 

Broker Assistant Resume example

Broker Assistant - Full Time Resume

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 :

    1. Ensured clients' relationship by selling based on clients' needs, and problem-solving.
    2. Utilized Microsoft, Excel, PowerPoint, Centerpiece, Lotus, Morningstar, RSA.
    3. Assisted customers with daily transactions, confirmed appointments, Researched historical cost basis and total returns. 
    4. Called Clients to inform them of fluctuations and purchase and sale of securities affecting their accounts. Explained complex financial products and services to clients. 
    5. 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.
    6. Obtained client information, loan application, financial documentation, etc.
    7. Requested credit reports and pre-underwrote loan packages for ratio alignment prior to submitting to financial institutions for loan approval.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. 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.
    2. Created purchase orders to vendors, negotiate the delivery time and freight amount that will or can be added into the sales amount.
    3. Created sales confirmation orders to customers in assuring they receive their product in an accurate time frame and at a cost that is agreeable.
    4. Arranged a pick-up and delivery with the carrier for small or sample orders.
    5. Issued freight sheets, bill of lading and receiving instructions to trucking companies and cold storage warehouse.
    6. Maintained inventory to ensure there is enough product and replenish any product that is needed in order to complete customers' orders.
    7. Configured broker fee, freight fee, and labor charges to purchase and sales orders.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
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,

Skills : Sales, Marketing, Telemarketing, Customer Service, Training, Management.

Description :

    1. In charged of maintaining investment properties. Serve as a mediator for certain acquisitions.
    2. Engaged with tenants to ensure wants and needs are being met (resulting in more referrals and repeat business).
    3. Brought company to local REIA (increasing brand awareness and networking with potential clients).
    4. Processed incoming and outgoing mail and filed documents properly.
    5. Demonstrated outstanding communication skills with client follow up calls.
    6. Trained and development of 48 plus agents, liaison between agents, title companies, insurance companies, home warranty companies, and other real estate affiliates.
    7. Handled all commission disbursements, office morale, team building activities, on-call schedules, coordinated contract to close activities, construction net sheets for builder/owner.
    8. Managed the personal property of broker and assisted with office management of 1200 rental properties, all travel arrangements, personal dealings, and bonus structures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Develop, implement, and oversee advertising efforts.
    2. 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.
    3. Schedule and coordinate meetings, interviews, appointments, events, and other similar activities for the supervisor via phone and/or electronic mail correspondence.
    4. Establish, maintain, and update files, databases, records, and other documents; develop and maintain data.
    5. Sort, review, screen and distribute incoming and outgoing mail; prepare, compose and ensure timely responses to a variety of routine written inquiries.
    6. Print, maintenance, and other services.
    7. Monetary responsibilities include collecting rent from tenants and depositing funds.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
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 :

    1. Coordinated appointments and schedules for open houses, listing presentations, showings, closing meetings, seminars, conferences, and other appointments.
    2. Obtained feedback and logged updates from all showings to ensure seamless communication.
    3. Tracked daily prospecting and lead progress as well as weekly open house numbers.
    4. Arranged and met vendors for inspections and collected design options for materials in renovations.
    5. Prepared homes for showings and held open houses monthly.
    6. 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.
    7. Assessed cost and assigned photographers for upcoming property listings.
    8. Tracked general expenses for current listings.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
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.

Skills : Copywriting, Marketing, Event Planning, Design, Research, Customer Services.

Description :

    1. Design marketing materials including postcards, flyers, and listing presentation packages in order to gain and promote commercial property listings.
    2. Manage direct mail campaigns to targeted prospects.
    3. Conduct extensive market and prospective tenant/buyer research in order to assist top commercial brokers and teams.
    4. Project management for all current listings including preparation of monthly reports, tracking all leads, mailers, and scheduling site tours.
    5. Prepare and send email notifications and blogging all completed transactions and new property management deals.
    6. Write industry-specific articles for a quarterly newsletter.
    7. Make copies of correspondence or other printed material.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
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.

Skills : Sales, Marketing, Telemarketing, Customer Service, Training, Management.

Description :

    1. Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
    2. Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    3. Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
    4. Set up and maintain paper and electronic filing systems for records, correspondence, and other materials.
    5. Locate and attach appropriate files to incoming correspondence requiring replies.
    6. Open, read, route, and distribute incoming mail or other materials and answer routine letters.
    7. Complete forms in accordance with company procedures.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
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 :

    1. Provided customer service and reception in the front office.
    2. Greeted clients, answered incoming calls and scheduled appointments for clients listing or buying homes.
    3. Assisted in the selling of 82 SFH in Richmond by making folders and producing all disclosures and contracts for Broker.
    4. Maintained appointment calendar for Broker and assistant.
    5. Maintained a database of all clients and prepared for massive mailings to future and past clients.
    6. Ordered all supplies and kept a well-stocked cabinet.
    7. Planned and coordinated appointments, open houses, showings, and meetings with clients and other real estate agents.
    8. Developed marketing plans for listings and creates fliers, newsletters, and other promotional collateral.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
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.

Skills : Customer Service, Retail, Onyx, RAN, AST and GMI systems.

Description :

    1. Prepared, proofread and edited correspondence, memos, presentations, and spreadsheets.
    2. Drafted, proofread and edited various real estate documents.
    3. Facilitated the coordination of various parts of presentations from drafting to printing and binding completed presentation books.
    4. Answered phones and interacted with clients/staff.
    5. Initiated external calls to acquire information and update broker contacts/databases.
    6. Coordinated travel arrangements and managed itinerary for Broker.
    7. Required running errands and completing personal tasks as needed for the Broker.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Followed up on prospective customers and making appointments to qualified buyers.
    2. Maintained sales database of excel on potential buyers and clients.
    3. Presented inventory as well-performing open houses toward all prospects to gain sales.
    4. Revamped the foreclosure department and manage locators to increase company sales.
    5. Interacted with credit and financial institutions while working with property owners, customers, and housing programs.
    6. Interviewed prospective tenants, qualifying background and income and assuring the vacancies are ready for occupancy.
    7. Scheduled interviews prepare materials for orientation and meeting for new hires by using MS Outlook, Word.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Associate Of Science

Broker Assistant Resume

Summary : Broker Assistant offering versatile office management skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality.

Skills : Microsoft Office, Management, Copywriting, Design, Research, Project Management.

Description :

    1. Coordinated travel arrangements, and meeting schedule.
    2. Quickly became a trusted assistant known for can-do attitude, flexibility, and high-quality work.
    3. Communicated effectively with clients, agents, escrow officers, and financial institutions.
    4. Assisted with the coordination of open house events.
    5. Entrusted to manage an office in the broker's absence.
    6. 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.
    7. Co-developed training manual for newly hired real estate agents.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science