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Brokerage Assistant job description

This Brokerage Assistant job description template can be used to advertise open positions in your company. Customize the requirements and responsibilities to meet the role’s specific needs.
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Job brief

We are seeking a detail-focused, service-oriented Brokerage Assistant to join our team! The ideal candidate will have a strong eye for detail, previous experience working in a financial brokerage firm, and be adept at analyzing information and keeping accurate records. The key focus of the role will be to assist the brokerage with all administrative duties, keeping track of hedge funds, and ensuring the books are balanced.

Responsibilities

  • Handle and maintain petty cash accounts.
  • Keep accurate records for hedge funds.
  • Take care of the ordering and replenishment of office supplies, including stationery, furniture, and refreshments.
  • Data entry, including data analysis.
  • Answer the office phone and take messages from clients to pass on to brokers.
  • Assist with monitoring the email inbox and sending our responses as required.
  • Draft and create company communication.
  • Handle billing and payments as needed.
  • Complete any other administrative duties as required.

Requirements

  • Bachelor’s Degree or above in business administration, finance, or related field, or equivalent experience and education
  • Excellent analytical skills
  • Good customer service skills
  • Quick typing speed of at least 60 wpm
  • Demonstrated experience in data entry with a high level of accuracy
  • Ability to multitask and work efficiently in high-pressure environments
  • Demonstrated ability to work in a fast-paced, pressurized environment with an ever-changing market
  • Proficient with Microsoft Office, including Excel, Outlook, and Word

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Bill Twinning
Talent Resources & Development Director - Charoen Pokphand Group
Manatal is the best ATS we worked with. Simplicity, efficency and the latest technologies combined make it an indispensable tool for any large-scale HR team. Since its adoption, we've seen a huge increase across all our key recruitment metrics. To summarize. it is a must-have.
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Director - MRINetwork, Executive Search Firm
I've been using Manatal for the past couple of months and the platform is excellent, user-friendly and it has helped me a lot in my recruitment process, operation and database management. I'm very happy with their great support. whenever I asked something they come back to me within minutes.
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Senior Talent Acquisition - Manpower Group
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Human Resources Manager - Oakwood
Manatal is a sophisticated, easy-to-use, mobile-friendly, and cloud-based applicant tracking system that helps companies achieve digitalization and seamless integration to Linkedin and other job boards. The team at Manatal is very supportive, helpful, prompt in their replies and we were pleased to see that the support they offer exceeded our expectations.
Maxime Ferreira
International Director - JB Hired
Manatal has been at the core of our agency's expansion. Using it has greatly improved and simplified our recruitment processes. Incredibly easy and intuitive to use, customizable to a tee, and offers top-tier live support. Our recruiters love it. A must-have for all recruitment agencies. Definitely recommend!
Ngoc-Thinh Tran
HR Manager, Talent Sourcing & Acquisition - Suntory PepsiCo Beverage
I am using Manatal for talent sourcing and it is the best platform ever. I am so impressed, the Manatal team did an excellent work. This is so much awesome, I am recommending the solution to all recruiters I know.

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