Brokerage Operations Coordinator
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About The Position
The Brokerage Operations Coordinator plays a crucial role in supporting the brokerage team by managing day-to-day operational tasks efficiently. This position is essential for ensuring the smooth functioning of daily operations, compliance with regulations, and effective communication within the brokerage team. The coordinator works closely with brokers to facilitate timely transaction completion through meticulous paperwork processing and coordination with other departments within the firm. In this role, the coordinator assists in executing and coordinating daily brokerage operations while also supporting the implementation and enhancement of operational procedures. They are responsible for preparing necessary documents and cover letters to market renewal business, providing administrative support in filing, printing, and archiving documents. The coordinator also administers and updates client information in all required systems, ensuring accuracy and compliance with record-keeping regulations. Customer service is a key component of this position, as the coordinator addresses broker requests and inquiries via telephone, email, chat, or in person. They contribute to the preparation of compliance reports related to brokerage operations and collaborate with both broker and finance teams to meet business requirements. Adhering to regulatory requirements and internal policies is critical, and the coordinator assists in identifying and mitigating operational risks by working with risk management teams to implement necessary controls. Additionally, they support the brokerage team with various ad hoc tasks and requests as needed.
