Log InSign Up
Article

What does a Broker Assistant do?

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A broker assistant is responsible for a wide range of administrative tasks in support of a broker or group of brokers. They may handle customer service inquiries, process transactions, maintain records, and prepare reports. In some cases, they may also provide research and analysis to support the broker’s decision-making.

Broker Assistant job duties include:

  • Answer phones and direct calls to the appropriate party
  • Greet clients and visitors
  • Handle incoming and outgoing mail
  • Maintain filing system
  • Prepare documents and correspondence
  • Schedule appointments and meetings
  • Assist with event planning and coordination
  • Perform general office duties such as copying, faxing, and scanning
  • Research information as requested
  • Provide support to the broker and other staff members

Broker Assistant Job Requirements

A broker assistant typically needs at least a high school diploma, although some jobs may require postsecondary education, and must complete on-the-job training. Some states require broker assistants to be licensed. Most employers prefer to hire candidates with previous experience in the financial industry.

Broker Assistant Skills

  • Analytical skills
  • Communication skills
  • Organizational skills
  • Computer skills
  • People skills
  • Interpersonal skills
  • Sales skills
  • Marketing skills
  • Financial analysis skills
  • Real estate market knowledge
  • Negotiation skills
  • Time management skills

Related: Top Broker Assistant Skills: Definition and Examples

How to become a Broker Assistant

A broker assistant is responsible for providing administrative and clerical support to brokers in a securities firm. Duties typically include maintaining records, preparing reports, and handling customer inquiries. To become a broker assistant, you will need at least a high school diploma or equivalent. Some firms may require post-secondary education, and most will provide on-the-job training. Strong communication, organizational, and computer skills are essential for this position.

Related: Broker Assistant Resume Example

Related: Broker Assistant Interview Questions (With Example Answers)

Editorial staff

Photo of Brenna Goyette, Editor

Editor

Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

Similar articles