Skip navigation

Brokerage Clerks

Also called: Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant

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.
  • 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.

Knowledge

Arts and Humanities
  • English language
Business
  • customer service
  • accounting and economics
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
  • computers and electronics

Skills

Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
Problem Solving
  • noticing a problem and figuring out the best way to solve it

Abilities

Verbal
  • listen and understand what people say
  • communicate by speaking
Math
  • add, subtract, multiply, or divide
  • choose the right type of math to solve a problem
Ideas and Logic
  • order or arrange things
  • notice when problems happen

Personality

People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
  • Dependability
  • Integrity
  • Attention to Detail
  • Analytical Thinking
  • Stress Tolerance
  • Persistence

Technology

You might use software like this on the job:

Spreadsheet software
  • Microsoft Excel
Desktop communications software
  • Online trading software
  • WiredRed Software e/pop Basic
Customer relationship management CRM software
  • FrontRange Solutions Goldmine software
  • Royal Alliance VISION2020 Core

Education

Education: (rated 3 of 5)
bachelor's degree or
high school diploma/GED
usually needed

Get started on your career:

Find Training

Job Outlook

Below Average Outlook
New job opportunities are less likely in the future.
Salary
$45,450
per year, on average
Check out my state Local Salary Info Find Jobs

Explore More

See more details at O*NET OnLine about brokerage clerks.