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Introduction Of MASCO Structure Of Classification Starting Salary Guidelines
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Major Group
4
Clerical Support Workers
Sub-Major Group
43
Numerical and Material Recording Clerks
Minor Group
431
Numerical Clerks
Unit Group
4312
Statistical, Finance and Insurance Clerks
Minor Unit Group
MASCO Code
4312-12
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Assistant Broker supports licensed brokers or financial advisers by assisting in executing trades, managing client accounts, and providing administrative and operational support across financial, insurance, real estate, and logistics sectors. They handle documentation, coordinate with clients and institutions, ensure accurate transaction processing, and maintain records to support compliance and smooth workflow within the brokerage team.
Tasks
Prepare, review, and submit client documentation in compliance with regulatory requirements.
Maintain and update organised filing systems and client records.
Liaise with clients, financial institutions, and internal departments to gather information and coordinate services.
Manage client inquiries and provide ongoing support through phone, email, and other channels.
Assist brokers with applications and transaction support, including arranging valuations and obtaining pricing.
Compile and maintain relevant client and transaction statistics.
Ensure the accuracy and completeness of documentation and data entered into Client Relationship Management (CRM) systems.
Coordinate logistics and processes to ensure seamless service delivery.
Skills
Basic
Active listening skills to understand client needs and instructions accurately.
Attention to detail in handling documents, transactions, and records.
Basic computer literacy, including proficiency in Microsoft Office applications (Word, Excel, Outlook).
Strong communication and interpersonal skills to liaise with clients and colleagues.
Time management and organisational skills to manage multiple tasks and deadlines.
Specific
Ability to support broker applications and transaction procedures.
Ability to support customer onboarding and client servicing processes.
Competency in maintaining brokerage records and client documentation.
Knowledge of regulatory compliance requirements and data verification procedures.
Proficiency in using Client Relationship Management (CRM) platforms.
Proficiency in using digital documentation and record-keeping tools.
Additional Info
QUALIFICATION
Certificate or equivalent
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