Broker Assistant Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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To obtain a Broker Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities.

Summary of Skills:

  • Familiarity with laws, court procedures, legal codes, government regulations, and precedents
  • Good understanding of methods and principles required for making great sales products or Services.
  • Ability to perform designing, filling and typing.
  • Ability to perform computations of mathematics
  • Ability to use computer – Excel, MS word and PowerPoint

Work Experience:

Broker Assistant

R.J. O’Brien, Beaverton, OR

August 2005 to till date

  • Assisted with execution of transaction orders.
  • Computed and recorded transactions and opened and closed accounts.
  • Answered client questions, provided market and accounts information.
  • Performed basic market research, wrote research reports.

Broker Assistant

CSG Investments Inc., Beaverton, OR

May 2000 to July 2005

  • Processed enquiries for then new and existed business.
  • Prepared, amended, checked and sent policy documentation.
  • Liaised daily with insurers that negotiated terms and changes to policies.


Bachelor’s Degree in Business Management

St. Francis University, Loretto, PA