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Brokers 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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Brokers Assistant information

See Rochester, NY salary details

$7

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$37

How much do brokers assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for brokers assistant in Rochester, NY is $20.31, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $22.31 per hour, depending on experience, location, and employer.

What is a brokers assistant?

Brokers Assistants are support professionals who help brokers with administrative, clerical, and client service tasks in industries like real estate, insurance, or finance. They handle responsibilities such as preparing documents, scheduling appointments, processing transactions, and maintaining client records. By taking care of these duties, Brokers Assistants allow brokers to focus more on client relationships and closing deals. Their role requires strong organizational skills, attention to detail, and excellent communication abilities. Many Brokers Assistants also gain industry knowledge that can help them advance to broker positions in the future.

What are the key skills and qualifications needed to thrive as a brokers assistant, and why are they important?

To thrive as a Brokers Assistant, you typically need strong organizational skills, attention to detail, and familiarity with financial or real estate documentation, often supported by a relevant associate degree or administrative experience. Proficiency in CRM systems, Microsoft Office, and industry-specific platforms like MLS or trading software is commonly required. Excellent communication, multitasking, and client service skills help you stand out in supporting brokers and managing client inquiries. These abilities are crucial for ensuring smooth operations, accurate documentation, and effective client relations in a fast-paced brokerage environment.

What are the typical challenges a brokers assistant might face when managing multiple client accounts simultaneously?

Brokers Assistants often juggle a high volume of administrative tasks, such as processing transactions, scheduling meetings, and handling client inquiries for multiple brokers. This fast-paced environment requires strong organizational skills and attention to detail to prevent errors and ensure timely responses. Prioritizing tasks and maintaining clear communication with both brokers and clients are key strategies to effectively manage workload and reduce stress. Adapting to shifting priorities and staying calm under pressure are common challenges that, once mastered, can lead to greater responsibility and career growth within the brokerage firm.

What is the difference between Brokers Assistant vs Insurance Agent?

AspectBrokers AssistantInsurance Agent
Required CredentialsHigh school diploma, licensing may be neededLicensing required, varies by state
Work EnvironmentOffice setting, supporting brokersOffice or field, selling insurance policies
Employer & IndustryInsurance brokerages, financial servicesInsurance companies, independent agencies
Common Search & ComparisonYesYes

The Brokers Assistant primarily supports insurance brokers by handling administrative tasks, client communication, and document management. Insurance Agents focus on selling policies directly to clients and may have licensing requirements. While both roles work within the insurance industry and require some licensing, Brokers Assistants typically work behind the scenes, whereas Insurance Agents are client-facing sales professionals.

Is being a brokers assistant a high paying job?

Brokers assistants typically earn entry-level salaries that are lower than licensed brokers or financial advisors. Compensation can increase with experience, certifications, and additional responsibilities, but it is generally not considered a high-paying role compared to other finance positions.

What are popular job titles related to Brokers Assistant jobs in Rochester, NY?

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

What job categories do people searching Brokers Assistant jobs in Rochester, NY look for?

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

What cities near Rochester, NY are hiring for Brokers Assistant jobs?

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

Brokers Assistant jobs near you
Infographic showing various Brokers Assistant job openings in Rochester, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% In-person, 25% Hybrid, and 13% Remote job distribution, with an average salary of $42,248 per year, or $20.3 per hour.

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.