Brokerage Assistant Job Description


Author: Lorena
Published: 18 Feb 2019

Broker Assistants, A Financial Advisor Sales Assistant, Sales Assistants at Stock Brokerage Firm, An Effective Real Estate Assistant, Communication Skills of Executive Assistants and more about brokerage assistant job. Get more data about brokerage assistant job for your career planning.

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Broker Assistants

Broker assistants help broker their deals in the real estate and insurance industries. The assistant is quick to think and can jump from one task to the other, but they are usually the one who helps organize documents. They are expected to work long hours at a moment's notice, and they work in fast-paced environments.

Broker assistants can enjoy upward mobility with moderate initial education. The broker assistant is often the second set of eyes for the principal broker, and they inspect every document for accuracy. They help prepare a wide variety of materials, including but not limited to quotes, reports, proposals, and submissions.

Employers are willing to hire broker assistants with only a high school degree. Those who want to advance in the field may want to get a college degree and take courses in finance, business administration, and real estate. The licensure requirements for those working in the industry vary from state to state.

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A Financial Advisor Sales Assistant

A broker sales assistant is a person who helps financial advisors with time management. Financial advisors can devote more time to their value-added activity, providing investment advice, if they ask about account maintenance matters. Most wealth management firms use the title "financial advisor sales assistant" or something similar, even though the phrase "broker sales assistant" is still used.

Sales Assistants at Stock Brokerage Firm

Sales assistants at the firms help the stockbrokers buy and sell securities for their clients. The assistants are making sure that the firm's records are in order. Some assistants have more specialized responsibilities.

Some communicate with their customers. Others are experts with internal duties. Sales assistants process the paperwork.

They record purchases and sales during the trading day. They operate computers and other office equipment. Other tasks include preparing receipts, withdrawal orders and transfer confirmations.

Sales assistants at firms should have good skills in persuasiveness with customers. They should be comfortable with multitasking and have a clear aptitude for quantitative analysis. They should be able to use computers and master procedures in the office.

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An Effective Real Estate Assistant

To be successful as a real estate assistant, you need to be organized and socially confident. An outstanding real estate assistant should be able to keep the office running smoothly and help the sales agents perform efficiently.

Communication Skills of Executive Assistants

Communication skills are a big part of the equation. An executive assistant is a spokesman. In many situations, your words are treated as if they are your boss's, so polished emails and proper phone manners are a must.

You need to be persuasive from time to time and be able to communicate strategy clearly and accurately. Compassion is an enormous aspect of emotional intelligence. Emotional intelligence is a must for top caliber EAs.

When assistants develop their emotional intelligence, they can add more value to the company. There is no time for equivocation in the fast-paced world of the Executive Assistant. A good EA sums up the situation, gathers the necessary info, asks the right questions, and then acts.

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