Brokerage Clerks

Brokerage Clerk Example: 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.
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.File, type, or operate standard office machines.Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.Prepare reports summarizing daily transactions and earnings for individual customer accounts.Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.Qualities of a Brokerage ClerkBrokerage Clerks state the following job skills are important in their day-to-day work:
Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking: Talking to others to convey information effectively.Reading Comprehension: Understanding written sentences and paragraphs in work-related documents.Time Management: Managing one's own time and the time of others.Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.Writing: Communicating effectively in writing as appropriate for the needs of the audience.

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