A Brokerage Assistant helps the broker facilitate the deals between the buyers and sellers. Working mainly for the real estate and insurance industry, the assistant completes the following duties mentioned on the Brokerage Assistant Resume – preparing and organizing documents; maintaining client accounts, taking care of basic correspondence such as obtaining client signatures; preparing and proofreading documents; preparing a wide variety of materials; conducting market research, identifying the potential market based on the insurance plan’s coverage, scope, and language, creating marketing materials; and providing basic office administration tasks.
While the job duties vary based on the size and type of the job, the needed skills are universally common and include these – solid understanding of industry-specific operations, familiarity with industry terms, forms, and legal concepts; proofreading proficiency, and relevant software knowledge. Employers tend to be satisfied either with a high school diploma or GED. However, a degree is preferred.
Headline : Highly qualified Brokerage Assistant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : ARGUS, Microsoft Office, Cold Calling, Database Management.
Description :
Provided support to team in technology applications, i.e., CRM, In-Design, Outlook, Word, and other company supported programs.
Prepared and executed expense reports on a regular and timely basis.
Created and maintained filing system and efficient information retrieval system.
Scheduled appointments and coordinated calendars.
Produced timely and accurate of documents (reports, memos, proposals, charts, agreements, PowerPoint presentations, etc.) Marketing/Deal Related Responsibilities: Prepared and distributed marketing materials/packages including maps, aerials, team marketing pieces, flyers, and submarket updates, market analyses, etc.
Prepared market surveys, tour books, proposals, summaries, abstracts and other relevant documents as needed in conjunction with marketing department.
Managed process of distribution, list updates and activity reporting.
Experience
5-7 Years
Level
Executive
Education
B.B.A. In International Business
Brokerage Assistant Resume
Headline : To obtain a full time Brokerage Assistant position in real estate or property management in which excellent analytical and technical skills can be used to help enhance the company; a position in which creativity, problem-solving, and decision-making skills are essential to the company meeting and exceeding their goals. Work History and Selected Accomplishments.
Skills : Microsoft Office, Management, CRM, MRI Software, Customer Service, Customer Relations, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Typing, Filing, Organizational Skills.
Description :
Provided administrative support to multiple real estate brokers by preparing.
Prioritized projects to meet specific deadlines in a fast-paced environment.
Managed all financials for Detroit brokers including the financial and analytical reporting.
Managed and maintained the company's database system for Michigan.
Processed and submitted leasing deals and proposals.
Prepared invoices for brokers, maintained suspense list, and processed correspondence to brokers.
Applied knowledge of internal policies, related to the use of database tools to obtain correct data end results.
Experience
5-7 Years
Level
Executive
Education
Bachelor's In Business Administration
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
Summary : Over 18 years of marketing experience. I have created a broad scope of marketing materials and managed a variety of projects for companies ranging from start-up firms to high profile corporations. Experienced includes 6 years of marketing, administration and office leasing experience in the commercial real estate industry.
Skills : Marketing, Marketing Communications, Marketing Strategy, Branding, Copywriting, Content Creation, Social Media Marketing.
Description :
Successfully created a business tracking system for top brokers to optimize and streamline their workload.
Completed an internal audit on all employee and broker files in preparation for an official i9 audit.
Created a detailed pipeline spreadsheet to track deals under contract for the upper management team.
Managed broker listings in CoStar, Xceligent, and LoopNet.
Created marketing budgets, proposals, presentation packages, newsletters, property tour books, brochures, and floor plans.
Prepared Listing Agreements, Contracts, Addendums, and Letters of Intent in accordance with company guidelines.
Created email campaigns for listings through Constant Contact and Xceligent CDX blast.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
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
Objective : A talented, high-level administrative expert with a wealth of experience in corporate office and project management, marketing communications, presentation development, event planning, desktop publishing and all aspects of executive support. I have a collaborative and solution-focused work style and I have the desire to work harder and smarter to achieve employer objectives and exceed expectations.
Skills : Microsoft Word, Administrative Assistant, Proposals, Marketing Communications, Microsoft Powerpoint, Microsoft Outlook, Visio, Social Media Marketing, Customer Relations.
Description :
Entered, maintained and market property listings and design and implement e-blast campaigns, maintain prospect and call logs for reporting purposes.
Worked with the brokers to compile and create soft and/or hard copy presentations for various business development endeavors.
Maintained broker profiles for various social media and networking outlets for the brokers including Facebook and LinkedIn.
Created/enhanced/manipulated graphics including site plans, floor plans, aerials, maps, and images for marketing purposes.
Researched and compiled information through the use of CoStar, Loopnet, various county GIS / tax assessors' online databases, secretary of state web sites, etc.
Assisted the brokers through coordination and interface with various clients, customers, prospects, contacts and vendors/service providers.
Leased administration, read and prepare proposals and leases, maintain lease files, prepare correspondence, track tenant maintenance requests and ensure compliance for tenant commercial liability insurance.
Experience
2-5 Years
Level
Junior
Education
BA
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
Summary : Dynamic and result-oriented individual with 7+ years of Technical Recruiting experience, focused in the placement of Software Engineers, Project Managers, Architects, Network & Security Engineers, Web Developers, Quality Assurance & Test Engineers, Project & Program Managers, Development Managers, and Business Analysts.
Skills : Recruiting, Sourcing, Human Resources.
Description :
Assisted brokers on a book of 1000+ client accounts within the private client group.
Prepared tickets for assets and verified transactions are properly processed.
Assisted in trading, implementing investment reviews and asset allocation processes.
Researched market values, calculated nav's and reconciled trust accounts.
Processed trade corrections, daily trades of stocks, bonds and mutual funds.
Reviewed account balances to ensure proper trade posting by brokers.
Reviewed resumes and assisted with new hire recruiting and training.
Experience
7-10 Years
Level
Management
Education
BA In Business Management Program
Brokerage Assistant Resume
Summary : Brokerage Assistant Professional with more than 15 years in the industry. Successful in maximizing profitability by verifying that product supplies are proportionate to consumer demands.Tracking, ordering and supplying merchandise to fit both the store and customer needs. Excellent spoken and written communication skills.
Skills : Microsoft Office, Managing Skills.
Description :
Worked as a Brokerage Assistant in the Brokerage Department, I took an average of 150 calls each day.
Served as the first contact between our Field Agents and our Brokerage Managers.
Required a great deal of 'Grace under Pressure" and excellent customer service skills.
Routinely assisted the sales and underwriting process as well.
Responsible for planning and coordinating weekly brokerage meetings and monthly employee luncheons.
Provided advice, strategies and solutions for high net worth clients.
Successfully marketed Northern Trust products and services via telephone inquiries and existing client referrals.
Experience
10+ Years
Level
Senior
Education
MS
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.
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