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Hiring Broker Assistant (part-time)

3/1/2021

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.


More info at: https://www.linkedin.com/hiring/jobs/2425978855/detail/


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