What does a Broker Assistant do?
A Broker Assistant is responsible for providing administrative support to the broker within a company or agency. This may include tasks such as scheduling appointments, preparing documents, conducting research, maintaining client databases, and communicating with clients and other professionals within the industry. They also play an integral role in facilitating the sales process by ensuring that all necessary paperwork is in order and that clients receive exceptional service. In some cases, Broker Assistants may also be involved in marketing and advertising efforts to attract new clients to the brokerage. Good communication and organizational skills are essential for success in this role.
Our Broker Assistant job description includes the Broker Assistant responsibilities, duties, skills, education, qualifications, and experience.
Broker Assistant Example
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If you need an example job description for a Broker Assistant download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.
What does a Broker Assistant do?
The Broker Assistant role is a vital support role within the brokerage team. The successful candidate must be a highly-organised individual with excellent communication and interpersonal skills. The main duties of the Broker Assistant will include:
• Providing daily administrative support to the broker team
• Handling customer queries and requests
• Updating and maintaining customer records
• Assisting in the preparation of documentation for insurance policies
• Managing the broker's diary and coordinating appointments
• Ensuring all customer documentation is accurate and up to date
• Liaising with clients to ensure their needs are met in a timely and accurate manner
• Processing customer payments and ensuring prompt receipting of funds
• Supporting the broker team with various administrative tasks
• Undertaking any other duties as required.
Broker Assistant Role Purpose
The purpose of a Broker Assistant is to provide administrative, operational and customer service support to a Broker. This includes providing assistance with client enquiries, processing documents, and helping to ensure that the Broker's business runs smoothly and efficiently. The Broker Assistant should be knowledgeable about the products and services offered by the Broker and be able to provide accurate and timely information to the clients. They should also be able to maintain accurate records of client interactions, transactions and any other relevant information. Additionally, the Broker Assistant should be able to help the Broker manage their time and resources, ensuring that all tasks are completed in a timely and efficient manner, and that clients receive the best possible service.
Broker Assistant Role
The role of a broker assistant is to provide administrative and operational support to financial brokers. This includes maintaining client records, performing financial calculations, researching market trends, preparing documentation and liaising with clients. They must ensure compliance with regulatory standards and provide accurate advice and assistance to brokers.
Broker Assistant Duties
- Provide administrative support and assistance to brokers
- Answer enquiries from brokers and customers
- Manage incoming and outgoing communications
- Maintain broker records and documents
- Carry out research to identify new business opportunities
- Assist in the preparation of presentations
Broker Assistant Requirements
- Excellent communication skills
- Ability to work in a fast-paced environment
- Strong customer service focus
- Ability to multitask and manage multiple projects
- Good organisational and administrative skills
- Great attention to detail
Broker Assistant Skills
- Excellent organisational skills
- Excellent communication and customer service skills
- Strong IT skills
- Ability to multitask
- Ability to work independently
Broker Assistant Personal Traits
- Excellent organisational and communication skills
- Ability to work independently and as part of a team
- Knowledge of general office procedures
- Ability to multitask and manage multiple projects
- High level of computer literacy
- Good knowledge of MS Office Suite
How to write a Broker Assistant Job Advert
Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.
A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.
Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.
How to write a Broker Assistant Job Description
To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.
Job Description Advice - Guidance on How to Personalise a Broker Assistant Job Specification
The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.
Job Description Tips - Help on formatting a Broker Assistant Job Specification
When creating your bespoke description and advert, you should cover and promote these points:
Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.
Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.
Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.
Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.
The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.
Career progression: Including the career path will entice candidates looking for career growth.
Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources.
Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.
Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.
Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.
How to Hire a Broker Assistant
Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV
