O*NET Career Intelligence

Brokerage Clerks

SOC 43-4011.00

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.

Zone 3 Office and Administrative Support

Skills

Knowledge

Job Zone

Green

Top Skills 8

Active Listening

3.9

Speaking

3.9

Reading Comprehension

3.8

Time Management

3.5

Critical Thinking

3.4

Writing

3.1

Monitoring

3.1

Mathematics

3.0

Knowledge Areas 8

English Language

4.1

Customer and Personal Service

3.8

Mathematics

3.5

Computers and Electronics

3.3

Economics and Accounting

3.2

Clerical

3.1

Sales and Marketing

2.8

Law and Government

2.7

Key Tasks

1Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.

2Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.

3File, type, or operate standard office machines.

4Perform clerical tasks, such as answering phones or distributing mail.

5Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.

Also Known As

Account Administrator Broker Assistant Brokerage Agent Brokerage Assistant Brokerage Associate Brokerage Coordinator Brokerage Purchase-and-Sale Clerk Client Administrator Client Associate Client Service Associate