Brokerage Clerk

Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

O*NET reports this occupation under titles such as: Account Administrator; Client Associate; Client Service Associate; Operations Clerk; Operations Coordinator; Registered Account Administrator; Registered Sales Assistant; Sales Assistant; Sales Trader; Trading Assistant

Tasks

• Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
• Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
• File, type, or operate standard office machines.
• Perform clerical tasks, such as answering phones or distributing mail.
• Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.

Knowledge

• English Language
• Customer and Personal Service
• Mathematics
• Computers and Electronics
• Economics and Accounting
• Administrative

Skills

• Active Listening
• Speaking
• Reading Comprehension
• Critical Thinking
• Writing
• Monitoring
• Mathematics
• Active Learning

Abilities

• Oral Comprehension
• Oral Expression
• Written Comprehension
• Near Vision
• Written Expression
• Speech Recognition
• Speech Clarity
• Information Ordering
• Problem Sensitivity
• Deductive Reasoning
• Inductive Reasoning
• Mathematical Reasoning
• Number Facility
• Selective Attention