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
- customer service
- administrative services
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
Arts and Humanities
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Basic Skills
- listening to others, not interrupting, and asking good questions
- reading work related information
Problem Solving
- noticing a problem and figuring out the best way to solve it
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Verbal
- read and understand what is written
- listen and understand what people say
Math
- add, subtract, multiply, or divide
- choose the right type of math to solve a problem
Ideas and Logic
- notice when problems happen
- order or arrange things
Attention
- pay attention to something without being distracted
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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:
- Integrity
- Dependability
- Stress Tolerance
- Attention to Detail
- Cooperation
- Concern for Others
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You might use software like this on the job:
Spreadsheet software
Desktop communications software
- Online trading software
- WiredRed Software e/pop Basic
Customer relationship management CRM software
- FrontRange Solutions Goldmine software
- Royal Alliance VISION2020 Core
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bachelor's degree or
some college
usually needed
Get started on your career:
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New job opportunities are less likely in the future.
$41,760
per year, on average
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You might like a career in one of these industries:
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