341105 - Broker assistant
Assists in preparing documents related to real estate transfers, shares, or other matters formally registered. Helps brokers provide financial services to their clients, performs administrative tasks to allow brokers to focus on customer service and financial issues.
Main activities
* ensure the accuracy of customer data and their entry into systems;
* prepare and process documents related to financial and insurance services;
* collect and manage information about financial products and market conditions;
* prepare reports and submit them to brokers;
* provide administrative support to brokers so that they can effectively provide financial services to their clients.
Characteristic competences
* provide services to their clients;
* enter customer data into systems;
* organize and administer work;
* collect and manage information;
* use computer technologies and software.