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Broker Assistant Jobs in Rochester, NY (NOW HIRING)

XLI Manufacturing LLC

Treasurer

Rochester, NY · On-site

Coordinate with insurance brokers and carriers regarding renewals, claims, certificates, and coverage requirements. * Assist with identifying and mitigating financial and operational risks. * Monitor ...

XLI Manufacturing LLC

Treasurer

Rochester, NY · On-site

Coordinate with insurance brokers and carriers regarding renewals, claims, certificates, and coverage requirements. * Assist with identifying and mitigating financial and operational risks. * Monitor ...

L3HHCM20

Associate, Trade Compliance

Rochester, NY · On-site

$71K - $85K/yr

You will assist in the classification of goods, preparation of documentation, and research of trade ... customs brokers, freight forwarders), and potentially government agencies. Essential Skills:

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Broker Assistant information

See Rochester, NY salary details

$13

$24

$51

How much do broker assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for broker assistant in Rochester, NY is $24.24, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $24.18 per hour, depending on experience, location, and employer.

What is a broker assistant?

A broker assistant works for a brokerage house and performs support functions. Job duties often include handling petty cash accounts, keeping records for hedge funds, and taking care of office supplies. Their goal is to identify inconsistencies or missing information, so they may have responsibilities related to entering and analyzing data in the company’s computer systems. A broker assistant may be required to answer client questions, handle billing, and create company communications.

What are the daily responsibilities of a broker assistant?

As a Broker Assistant, your daily responsibilities often include organizing and preparing documents, scheduling client meetings, managing communications, and maintaining records. You may also assist in researching market trends, processing transactions, and ensuring compliance with regulatory requirements. Your role is vital in supporting brokers by handling administrative tasks, allowing them to focus on client relationships and deal negotiations. Effective communication and attention to detail are key to ensuring that transactions proceed smoothly and efficiently.

What skills and qualifications are needed to be a broker assistant?

To thrive as a Broker Assistant, you need strong organizational skills, attention to detail, and a basic understanding of financial products or real estate processes, often supported by a relevant associate’s or bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and document management systems is commonly required. Excellent communication, multitasking ability, and professionalism help Broker Assistants build strong client relationships and support brokers effectively. These skills are crucial for ensuring smooth transaction processes, accurate record-keeping, and high-quality client service in a fast-paced environment.

What is the difference between Broker Assistant vs Insurance Agent?

AspectBroker AssistantInsurance Agent
Required CredentialsTypically high school diploma; some roles may require licensing or certificationsLicensing required in most states; insurance license necessary
Work EnvironmentOffice setting, supporting brokers in administrative tasksOffice or field, selling insurance policies directly to clients
Employer & Industry UsageInsurance brokerages, financial firmsInsurance companies, independent agencies
Common Search & ComparisonOften compared for administrative roles in insuranceSales and client interaction focus

The main difference is that a Broker Assistant primarily provides administrative support within insurance brokerages, while an Insurance Agent actively sells policies and interacts directly with clients. Both roles may require licensing, but their core responsibilities and work environments differ significantly.

Do broker assistants make good money?

Broker assistants typically earn an average salary that varies by location and experience, with entry-level positions starting around $30,000 to $40,000 annually and experienced assistants earning $50,000 or more. Compensation can increase with industry knowledge, certifications, and the size of the brokerage firm. Many broker assistants also receive bonuses or commissions based on performance.
More about Broker Assistant jobs

What are the most commonly searched types of Broker jobs in Rochester, NY?

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For Broker Assistant jobs in Rochester, NY, the most frequently searched job titles are:

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The top searched job categories for Broker Assistant jobs in Rochester, NY are:

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Cities near Rochester, NY with the most Broker Assistant job openings:

Broker Assistant jobs near you

Receptionist

Thorley Wealth Management Inc

Rochester, NY • On-site

$17 - $22/hr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

Job description

Benefits:
  • 401(k)
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development

Receptionist
Job Title: Receptionist
FLSA Classification: Non-exempt
Salary Grade/Level/Family/Range: $17 to $22 per hour
Location: Thorley Wealth Management – Rochester, NY
Date: July 2026
 
Job Summary
The Receptionist is responsible for creating an excellent first impression for clients, prospective clients, vendors, and other visitors by providing a warm, professional, and organized front-office experience. This role answers incoming calls promptly and courteously, directs callers appropriately, greets visitors, supports client meeting logistics, assists with mailings and deliveries, and contributes to the smooth day-to-day operation and appearance of the office.
The ideal candidate is friendly, professional, organized, dependable, and comfortable interacting with clients and team members in person and by phone. This position requires strong communication skills, attention to detail, sound judgment, a client-first mindset, and the ability to manage routine administrative tasks efficiently while maintaining confidentiality and professionalism.
 
Essential Duties and Responsibilities
Reception and Client Experience
·       Answer incoming calls in a professional and courteous manner, screening and routing calls to the appropriate team member.
·       Greet clients, prospective clients, vendors, and visitors with a positive, helpful attitude.
·       Respond to routine inquiries within role capacity and provide general information when appropriate.
·       Ensure clients and visitors are welcomed and directed appropriately upon arrival.
·       Help maintain a professional, organized, and welcoming front-office environment.
Administrative and Office Support
·       Accept deliveries, incoming texts, and other office communications.
·       Prepare client mailings and assist with outgoing mail.
·       Responsible for preparing and sending monthly client communications as directed by advisor.
·       Assist with general administrative tasks and office projects as assigned.
·       Support the overall appearance and organization of the front office.
Scheduling and Meeting Support
·       Schedule client review meetings with advisor(s) as directed.
·       Assist with meeting preparation and client-facing logistics as needed.
·       Coordinate with team members to help ensure meetings and client interactions are handled smoothly and professionally.
Team Support
·       Assist with special projects as needed.
·       Support team members with routine administrative and workflow needs.
Qualifications
·       Three to five years of office experience preferred.
·       Two-year administrative or business degree preferred.
·       Excellent telephone skills and professional communication style.
·       Positive attitude and pleasant demeanor.
·       Strong work ethic, dependability, and professionalism.
·       Demonstrated ability to work in a fast-paced office environment.
·       Strong organizational skills and attention to detail.
·       Ability to maintain confidentiality and handle client interactions with discretion.
·       Comfortable using office technology, phone systems, email, and Microsoft Office applications.
Physical Demands, Work Environment, and Location
·       Professional office environment with regular use of computer systems, phone, email, and office equipment.
·       Prolonged periods sitting at a desk and working on a computer.
·       Must be able to communicate clearly with clients, team members, vendors, and visitors.
·       Must be able to lift up to 15 pounds at times.
·       In-office position located at Thorley Wealth Management in Rochester, NY.
Critical Connections
·       Clients and prospective clients.
·       Vendors, delivery personnel, and office visitors.
·       Wealth Advisors, Associate Wealth Advisors, Client Service Associates, and other internal team members.
·       Broker/dealer partners, custodians, and professional partners as needed.
 
Securities and advisory services offered through Commonwealth Financial Network® member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.