Seeking broker assistant to help with various tasks in supporting a small business brokerage office. Flexible hours, with expectation of 10-20 hours per week as needed in the beginning, with an option for more as we determine our fit together. Tasks to include:
managing organization and filing of paperwork; scanning and tagging records
data entry for financial records (entry to Excel or web forms) and customer records (CRM)
research via online search tools, broker databases, industry reports and databases
assist with management of CRM tool and related records (tracking tasks and customer status)
assist with responding to customer inquiries and scheduling requests
assist with preparation of marketing materials
The ideal person for this role enjoys administrative and support tasks, but may have a creative or tech flair, or desire to eventually move into business brokerage or M&A activities. Job duties, role and compensation will depend on education, experience and initiative. Compensation will include an hourly pay rate, with additional bonus incentives for customer-facing tasks.