Accounting Close, Administrative Skills, Brokerage, Communication Skills, Detail Oriented, Establish Priorities, Financial Services, Interpersonal Skills, Legal, Mail Processing, Organizational Skills, Presentation/Verbal Skills, Record Keeping, Sales Closing Skills, Telephone Skills, Time Management, Writing Skills
OVERVIEW: The Brokerage Administrative Assistant/Coordinator performs duties that require attention to detail, initiative, independent judgment; strong interpersonal and organizational skills; maintain brokerage listing records; prepare closing documents.
KEY TASKS:
- Greet customers and determine appropriate team member to assist them.
- Answer incoming calls in a professional manner, helping to return all customer calls prior to close of business each day.
- Assist and support brokerage professionals and staff by carrying out administrative assignments as required.
- Enter, update and manage all brokerage listings in an accurate and timely manner. This includes gathering all necessary owner information to ascertain a stock number and keeping files throughout the listing. Uploading all documents into YachtCloser and logging showings into Yacht Closer.
- Daily updates to Yacht Closer.
- Assist brokers and financial services team with closing process including boat documentations to ensure all paperwork is complete thorough and accurate.
- Initiate and respond to written and verbal correspondence; compose, edit and distribute correspondence according to established guidelines or personal knowledge of the subject matter.
- Screen telephone calls and personally provide requested information or refer calls to other staff.
- Establish and maintain comprehensive and confidential files on brokerage records, reports, reference materials, and legal information.
- Communicate effectively with fellow team members and persons outside the company. Create and maintain a positive impression of MarineMax as well as the executive(s) supported.
- Establish work priorities, remain flexible, and efficiently respond in an effective manner to a variety of projects and demands
- Work independently and make sound decisions
- Demonstrate effective verbal and written communication skills
- Meet established deadlines
- Understand and interpret procedures, policies and guidelines
- Communicate clearly and distinctly with visitors and telephone callers
- Organize and maintain complex record and filing systems
- Other duties as assigned
KEY RESULT AREAS:
- Demonstrates subject matter expertise, enthusiasm, and professionalism in preparing, assisting, and handling brokerage listing and closings
- Effective decision making
- Human relations and organizational skills
- Time management techniques