Job Description

As an Agency/Broker Support professional, your role involves providing comprehensive administrative and operational support to brokers and agents.

• Strong attention to detail and accuracy
• Proficiency in MS Office (Excel, Word, Outlook) and enterprise systems (e.g., SAP, Oracle)
• Good organizational and time management skills
• Ability to work independently and as part of a team
• Basic understanding of business operations and compliance requirements

Administrative Support: Assist brokers with managing phone calls, scheduling appointments, maintaining client records, and preparing reports.

Client Communication: Serve as a liaison between clients and brokers, handling routine inquiries and managing client communications.

Market Research: Conduct market research and analysis to assist brokers in making informed decisions.

Document Management: Prepare and submit trade orders and other paperwork to clients, brokers, and regulators.

Coordination: Collaborate with various departments to ensure smooth operations and timely delivery of services.

Compliance: Ensure all activities adhere to regulatory requirements and company policies.

• Data Entry & Management: Accurately inputting, updating, and maintaining records in internal systems.
• Documentation & Filing: Organizing and managing physical or digital files, ensuring easy retrieval and compliance with company policies.
• Reporting & Analysis: Preparing regular reports for internal use, analyzing trends, and supporting decision-making.
• Process Support: Assisting in workflow management, coordinating with other departments, and ensuring timely execution of tasks.
• Compliance & Auditing: Ensuring adherence to internal policies and external regulations, supporting audit processes.
• Administrative Support: Handling scheduling, correspondence, and other clerical duties as needed.

Graduate. 0-2 year of experience