Brokerage Clerks
Also called: Sales Assistant, Registered Sales Assistant, Client Service Associate, Account Administrator
What they do:
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.
On the job, you would:
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Business
Math and Science
Arts and Humanities
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Basic Skills
Problem Solving
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Verbal
Math
Ideas and Logic
Attention
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People interested in this work like activities that include
data, detail, and regular routines. They do well at jobs that need:
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You might use software like this on the job: Spreadsheet software
Desktop communications software
Customer relationship management CRM software
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You might like a career in one of these industries:
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See more details at O*NET OnLine about brokerage clerks.