Broker Assistant Resume Samples

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Broker Assistants help financial advisors with various operational and clerical aspects of their work. A successful resume sample for Broker Assistant should mention duties such as scheduling appointments, offering investment advice, conducting research, replenishing office supplies, screening phone calls, processing transactions, and solving customer issues. The ideal candidate for this job should be able to demonstrate the following skills in his or her resume: financial expertise, customer service, attention to details, decision making, conflict resolution, and computer competences. At least an Associate’s Degree in a relevant field is needed to get a job as a Broker Assistant.

For more information on what it takes to be a Broker Assistant, check out our complete Broker Assistant Job Description.

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1

Broker Assistant

All accounting, banking and bookkeeping functions for Third Day and for Managed Properties using Quickbooks and Quicken.

  • Accounts Receivable, Accounts Payable, Credit card reconciliation, bank account reconciliation, billing, collection. Bank deposits.
  • Contract completion, tour scheduling, property research, customer appointments
  • Property Management lease management, maintenance scheduling, vendor management
  • Improved processes - evaluated existing processes and procedures, made improvement suggestions, implemented changes to increase efficiency and effectiveness for the company.
  • Evaluated software products, made recommendations
Candidate Info
20
years in
workforce
1
year
at this job
C
Endorsements
MA
French And Teaching
2

Real Estate Appraiser / Real Estate Broker Assistant

Appraised residential properties for individuals, developers and financial institutions

  • Prepared real estate contract packages for brokers
  • Managed real estate listings for brokers
  • Directed office operations, records and accounting
  • Created company advertising
Candidate Info
38
years in
workforce
19
years
at this job
Paralegal
Music Studies
3

Real Estate Broker Assistant

  • Translated and composed property listings in Chinese
  • Posted property listings on different real estate websites
  • Developed social media strategies
  • Managed and edited social media coverage (Facebook, Twitter, LinkedIn, Weibo, Wechat) for broker and listing profiles
Candidate Info
4
years in
workforce
2
years
at this job
BA
Fashion Marketing And Management
BA
Actuarial Science
MA
Risk Management
4

Real Estate Broker Assistant

  • Planned and integrated new customer prospecting sales
  • Drafted contracts, did market research, and client analysis
  • Negotiated residential and commercial sales
  • Interacted in Spanish and English with prospective customers.
Candidate Info
5
years in
workforce
3
months
at this job
BS
Business Administration
5

Broker Assistant / Transaction Management / Marketing Director

Serve as Executive Assistant to a HUD listing Broker and owner of [company name].

  • Manage and Organize daily calendar including but not limited to office meetings, listing appointments, inspections, appraisals, closings and travel arrangements.
  • Maintain extensive client database and regular correspondence for future sales lead possibilities.
  • Planning and coordinating office meetings and locally sponsored events for buyer outreach purposes.
  • Prepare listing presentations, listing properties in the MLS and marketing active residential and commercial listings.
  • Coordinates transactions from contract to close.
  • Negotiate short sale transactions and maintain correspondence with financial institutions while maintaining short sale guidelines for various investors including FHA, VA and USDA.
  • Applied for and obtained the HUD listing contracts for 3 different asset management companies.
  • Conducts monthly training to local agents and brokers about the HUD home buying process.
  • General Clerical duties include but not limited to maintaining correspondence with clients via phone and email. Organizing paper and electronic files and using various office software daily for scheduling and record keeping.
Candidate Info
8
years in
workforce
8
years
at this job
AAS
Business Management
Criminal Justice
6

Real Estate Broker Assistant

Provide daily support for the entire real estate team including the acquisition of listings, maintaining current listings, and researching desired properties.

  • Curate marketing brochures for listings and potential listings.
  • Research properties that are of interest to brokers and/or clients.
  • Maintain organized digital and physical files for listings and prospective listings.
  • Review and edit documents including lease and purchase agreements, letters of intent, legal documents and invoices.
  • Update local and national digital platforms with new listings, and progress/updates on listings.
  • Assist in the coordination and exchange of information and documents to outside brokers and clients.
Candidate Info
15
years in
workforce
2
years
at this job
7

Broker Assistant/ Salesperson

  • As a licensed Realtor working for Berkshire Hathaway Home Service it was my job to generate leads for the Managing Broker and myself as well as to follow up with old leads and clients.
  • Showed properties to prospected buyers working with clients from the first showing to the closing table.
  • Contrived purchase agreements and closing documents.
  • Trained by and worked directly with the Broker/President of BHHS Michigan/Indiana Branch.
  • Experienced in the purchase and listing of both residential and commercial properties.
Candidate Info
5
years in
workforce
2
years
at this job
Business Administration
Business Management And Marketing
8

Office Manager/broker Assistant

  • Updated online marketing channels including adding new listings to MLS, Zillow, Postlets and Craigslist.
  • Draft listing agreements, disclosures and notices/flyers for multiple properties.
  • Process monthly rent for all tenants and properties.
  • Assist with scheduling inspections and maintenance vendors for all properties.
  • General office duties including but not limited to; heavy email correspondence, phones, mail, receive packages.
  • Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination or broker.
  • Frequently used word processing, spreadsheet, database, presentation software, Docusign, Dropbox and Publisher
  • Managed external contacts for head broker and kept track of periodic communication needed for priority contacts.
  • Managed the head brokers complex and frequently changing travel arrangements and coordinated the pre-planning of trips.
  • Developed and maintained an alert system for upcoming deadlines on incoming requests and events.
Candidate Info
9
years in
workforce
4
months
at this job
9

Clerk/broker Assistant

  • Answered phones and emails
  • Wrote orders from customers to be executed in the trading pit
  • Checked trades with other clerks
  • Returned orders to appropriate customers
  • Entered closing price ranges on an excel worksheet and emailed to customers
Candidate Info
19
years in
workforce
11
years
at this job
HS
High School Diploma
10

Intern/commercial Broker Assistant

  • Organize current and potential client lists and provide technical support to increase client portfolio.
  • Developed a services and capabilities brochure template for new clients.
  • Research potential new clients for broker's upcoming trade shows.
Candidate Info
5
years in
workforce
2
years
at this job
BBA
Accounting

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