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.

52 alternate job titles:

Account Administrator Broker Assistant Brokerage Agent Brokerage Analyst Brokerage Assistant Brokerage Associate Brokerage Clerk Brokerage Coordinator Brokerage Operations Representative (Brokerage Operations Rep) Brokerage Operations Specialist Brokerage Purchase-and-Sale Clerk Brokerage Service Associate Brokerage Services Specialist Brokerage Specialist Business Broker Client Administrator Client Associate Client Service Associate Client Service Representative Commodities Clerk Coupon Clerk Dividend Clerk Information Clerk Brokerage Margin Clerk Operations Clerk Operations Coordinator Operations Representative Operations Specialist OTC Clerk (Over the Counter Clerk) Portfolio Assistant Quotation Checker Quotation Clerk Registered Account Administrator Registered Associate Registered Client Services Associate Registered Sales Assistant Sales Assistant Sales Trader Securities Clerk Securities Processor Securities Settlement Processor Stock Clerk Support Analyst Support Broker Telephone Quotation Clerk Trading Assistant Transaction Processor Transfer Agent Transfer Associate Transfer Clerk Transfer Specialist Wealth Services Associate
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Salary Information

Brokerage Clerks: $62,940 (median) per year.

Starting salary (10th percentile).
Required expreience: Varies by Company


Data source: U.S. Bureau of Labor Statistics

Daily Tasks & Responsibilities

Task Description Category
Confer with coworkers to coordinate work activities. Management
Coordinate operational activities. Management
Respond to customer problems or complaints. General
Schedule operational activities. General
Prepare documentation for contracts, transactions, or regulatory compliance. General
File documents or records. General
Calculate financial data. General
Verify accuracy of financial or transactional data. General
Answer telephones to direct calls or provide information. General
Distribute incoming mail. General
Monitor financial information. Maintenance
Prepare research or technical reports. Analysis
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    Technology Requirements

    Technology Description
    Microsoft Excel Spreadsheet software
    Microsoft Office software Office suite software
    Microsoft PowerPoint Presentation software
    Adobe Acrobat Document management software
    Adobe Creative Cloud software Graphics or photo imaging software
    Adobe Illustrator Graphics or photo imaging software
    Adobe InDesign Desktop publishing software
    Adobe Photoshop Graphics or photo imaging software
    Microsoft Dynamics Enterprise resource planning ERP software
    Microsoft Outlook Electronic mail software
    Microsoft SharePoint Document management software
    Microsoft Word Word processing software
    Oracle PeopleSoft Enterprise resource planning ERP software
    Salesforce software Customer relationship management CRM software
    Account management software Accounting software
    Adobe Dreamweaver Web page creation and editing software
    Bloomberg Professional Financial analysis software
    Customer relationship management CRM software Customer relationship management CRM software
    HEAT Software GoldMine Customer relationship management CRM software
    Instant messaging software Instant messaging software
    Online trading software Desktop communications software
    Royal Alliance VISION2020 Core Customer relationship management CRM software
    Scheduling software Calendar and scheduling software
    Spreadsheet software Spreadsheet software
    Web browser software Internet browser software
    WiredRed Software e/pop Basic Desktop communications software
    Word processing software Word processing software
    Microsoft Access Data base user interface and query software
    Structured query language SQL Data base user interface and query software
    Microsoft Visual FoxPro Object oriented data base management software
    Transaction processing software Data base user interface and query software
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      Relevant Certifications

      Industry certifications that may be valuable for this career role:

      Certification Issuing Organization Practice Test
      Certified Annuity Specialist Institute of Business & Finance Not Available
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