Brokerage Clerks

conventional interests sale analyze information operational activity securities record purchase clerical tasks client service associate

Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant

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Financial Management
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Financial Management Officer
Comptroller
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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:

Graphics or photo imaging software

  • Adobe Illustrator Hot Technology
  • Adobe Photoshop Hot Technology

Presentation software

  • Microsoft PowerPoint Hot Technology In Demand

Customer relationship management CRM software

  • HEAT Software GoldMine
  • Salesforce software Hot Technology In Demand

Education

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

Get started on your career:

Find Training
Apprenticeship.gov

Job Outlook

Below Average
New job opportunities are less likely in the future.
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