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Broker Assistant Resume Samples
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0-5 years of experience
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
10+ years of experience
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
0-5 years of experience
- 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
0-5 years of experience
- 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.
6-10 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
- 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.
0-5 years of experience
- 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.
10+ years of experience
- 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
0-5 years of experience
- 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.
0-5 years of experience
- Oversee all aspects of buyer and seller transactions from executed purchase agreement to closing
- Prepare all listing materials including presentation, listing agreement, disclosures, and comparative market analysis
- Regularly assist and manage broker’s calendar and all social media accounts
- Client database management, lead generation tracking, lead follow-up & all office administration
0-5 years of experience
- Assisting patients to sign up for insurance, processing patient paperwork online or by fax.
- Responsible for scheduling appointments for surgery, physician visits, and transportation.
- Answering phone calls in a timely manner.
- Placing orders for diabetic patients with the pharmacy.
0-5 years of experience
- Classify goods according to tariff coding system.
- Examine product information to ensure compliance with regulations.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Prepare and process import and export documentation.
- Oversee business processes.
- Deliver goods to client.
0-5 years of experience
Maintain database
- Prepare packages
- Marketing
- Communicate with possible investors/buyers and sellers
0-5 years of experience
- Industrial Investment Sales
- Landlord & Tenant Rep Leasing
- Financial Analysis, Pro-forma Modeling and Underwriting
Broker Assistant Duties and Responsibilities
A broker assistant’s list of duties varies not only from industry to industry but from employer to employer. However, most broker assistants perform a few of the same basic functions. Based on an analysis of job listings, these tasks are:
Maintain Client Accounts Any new information or documents received from a client will inevitably pass through the broker assistant’s hands. The assistant also takes care of basic correspondence, such as obtaining client signatures. They then input this material into a database or physical file, keeping everything organized for the principal broker.
Prepare and Proofread Documents While the principal broker often dictates the content of letters or presentations, the broker assistant acts as a second set of eyes, inspecting every document for accuracy. They help prepare a wide variety of materials, including but not limited to quotes, reports, proposals, and submissions.
Conduct Market Research From time to time, the broker assistant helps the broker research the market. In the insurance industry, this may mean identifying what the potential market is based on the insurance plan’s coverage, scope, and language. In real estate, this refers to researching the demographics and statistics of an area.
Create Marketing Materials As digital marketing expands, broker assistants increasingly find themselves updating social media accounts and websites. In real estate, broker assistants often design property brochures and market overview books.
Provide Basic Office Administration Most administrative tasks get delegated to the broker assistant, such as maintaining the office’s organization and the principal broker’s schedule. The assistant directs phone calls and emails and processes mail. They also schedule meetings and (in the case of real estate) property maintenance.
Broker Assistant Skills and Qualifications
Broker assistants juggle many responsibilities in demanding environments while maintaining excellent attention to detail. Although college-level courses in finance, business administration, or real estate may be helpful, employers tend to be satisfied with a high school diploma. In addition, employers look for broker assistants with the following skills:
- Industry-specific knowledge – there are many different terms, forms, and legal concepts within the real estate and insurance industries. A solid understanding of such terms will help broker assistants keep up with the fast-paced work environment
- Office administration – the ability to perform basic tasks such as filing, faxing, or directing phone calls is essential
- Proofreading proficiency – upholding a high standard of professionalism in all documents and correspondences is one of their primary responsibilities, therefore broker assistants must have a mastery of English grammar and usage
- Organization skills – whether sorting client files or scheduling appointments, broker assistants need to have exceptional systems, workflows, and time management
- Stress management – brokerages are often fast-paced environments with many variables and the potential for long hours. Successful broker assistants are able to deal with stress while maintaining a high quality of work
Broker Assistant Education and Training
Many employers are willing to hire broker assistants with only a high school diploma and no experience. However, those wishing to advance in the field may consider getting a college degree and taking courses in real estate, finance, business administration, and related subjects. The licensure requirements of those working in brokerages vary from state to state. In some places, even broker assistants must have appropriate credentials in order to handle client materials. Although not guaranteed, some employers are willing to pay for training and licensure.
Broker Assistant Salary and Outlook
A broker assistant performs many of the same duties as an administrative assistant. According to the Bureau of Labor Statistics (BLS), administrative assistants earn a median annual wage of $37,870. The lowest 10 percent earn less than $23,650, while the top 10 percent earn more than $62,870. Broker assistants may earn bonuses on top of this whenever the principal broker makes a successful sale. Changes in technology are taking over some of the duties previously performed by administrative assistants, such as filing and proofreading. The BLS projects that employment for this field will decline 7 percent through 2026, far below the projected 7 percent growth of all jobs.
Helpful Resources
Ready to move forward in the real estate, insurance, or other brokerage industry? The following resources will not only prepare you for work as a broker assistant, but position you for advancement within the field:
National Association of Realtors – for those working in real estate, this is an authoritative source of information about the industry. The association also provides many options for continuing education, which would be useful for assistants looking to advance their position
American Agents Alliance – like the National Association of Realtors, this group offers education for those who would like to advance their careers in the insurance industry. They also host an annual convention, which provides opportunities for networking
Administrative Assistant’s and Secretary’s Handbook – this popular guide covers the gamut of administrative duties, from managing phone lines to creating graphics in Microsoft Office programs. For assistants with no prior experience in an office environment, this is where to begin
Be the Ultimate Assistant – author Bonnie Low-Kramen has spent over 30 years working with Academy Award-winning actress Olympia Dukakis and is a cofounder of New York Celebrity Assistants. For those working with high-powered or demanding employers, Low-Kramen’s insights are invaluable
Understanding the Insurance Industry – assistants new to insurance will find this book useful for building a solid foundation of knowledge about the industry, both in the life and nonlife sectors
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Broker Assistant
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
