Brokerage Clerks

Brokerage Clerks

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.

Key Competencies * Dependability * Integrity * Attention to Detail * Stress Tolerance * Analytical Thinking * Self Control * Persistence * Initiative * Independence * Adaptability/Flexibility

Representative Tasks * Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. * File, type, or operate standard office machines. * Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.


Finance & Insurance,

Job Family Office and Administrative Support

Sample Job Titles Account Administrator, Broker Assistant, Brokerage Agent, Brokerage Assistant, Brokerage Associate, Brokerage Coordinator, Brokerage Purchase-and-Sale Clerk, Client Administrator, Client Associate, Client Service Associate, Client Service Representative, Commodities Clerk, Coupon Clerk, Dividend Clerk, Information Clerk Brokerage, Margin Clerk, Operations Clerk, Operations Coordinator, Operations Representative, Operations Specialist, OTC Clerk (Over the Counter Clerk), Portfolio Assistant, Quotation Checker, Quotation Clerk, Registered Account Administrator, Registered Associate, Registered Sales Assistant, Sales Assistant, Sales Trader, Securities Clerk, Securities Processor, Securities Settlement Processor, Stock Clerk, Support Analyst, Telephone Quotation Clerk, Trading Assistant, Transaction Processor, Transfer Clerk, Wealth Services Associate.