Brokerage Clerks
Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant
Select a military branch to see samples.
Financial Management
No similar titles were found.
No similar titles were found.
Financial Management Officer
Comptroller
No similar titles were found.
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:
Customer relationship management CRM software
- HEAT Software GoldMine
- Salesforce software
Presentation software
- Microsoft PowerPoint
Data base user interface and query software
- Microsoft Access
- Structured query language SQL
Education
Education: (rated 3 of 5)
bachelor's degree or
high school diploma/GED
usually needed
high school diploma/GED
usually needed
Job Outlook
Below Average
New job opportunities are less likely in the future.
Explore More
- Billing & Posting Clerks
- Bookkeeping, Accounting, & Auditing Clerks
- Customer Service Representatives
- New Accounts Clerks
- Securities, Commodities, & Financial Services Sales Agents
You might like a career in one of these industries:
See more details at O*NET OnLine about brokerage clerks.