Brokerage Clerks provide services related to purchasing, selling, or holding of stocks and bonds. Among other duties, they write orders for stock purchases or sales, compute transfer taxes, track stock price changes, and keep records.
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- Brokerage Clerks
- Finance
What do they typically do
- Prepare forms like receipts, withdrawal orders, or transfer confirmations based on stockholders' requests
- Communicate with customers and coworkers to answer questions, discuss market fluctuations, or resolve account problems
- Calculate total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions, and distribute appropriate payments to customers
- Perform clerical tasks such as answering phones or distributing mail
- Watch daily stock prices and compute changes to determine whether clients need additional collateral to get loans
- File, type, or operate standard office machines
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers
- Use computers, accounting ledgers, or certificate records to document security activities like purchases, sales, conversions, redemptions, or payments
Number of Jobs
Average Annual
Job Growth +1.5%
Job Openings 1
Education & Training
- Education Most occupations require training in vocational schools, related on-the-job experience, or an associate's degree.Associated Programs or MajorsLicense
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