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

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

Abilites:

    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:

Description: 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:

    Data base user interface and query software
  • Data entry software
  • Microsoft Access
    Customer relationship management CRM software
  • HEAT Software GoldMine
  • Salesforce software
    Graphics or photo imaging software
  • Adobe Systems Adobe Illustrator
  • Adobe Systems Adobe Photoshop

Education:

    bachelor's degree
    high school diploma/GED
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