Careers > Brokerage Clerks

Brokerage Clerks

$54.68K Median Salary 4.2K Job Openings (Annual Projection) -9.7% Job Growth

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About This Career

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.

Reported Job Titles

Account Administrator, Client Associate, Client Service Associate, Operations Clerk, Operations Coordinator, Registered Account Administrator, Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant

Career data shown for:

Skills You'll Need

Click on skills to find related courses.

Abilities

Oral Comprehension

Oral Expression

Near Vision

Written Comprehension

Speech Clarity

Speech Recognition

Written Expression

Information Ordering

Problem Sensitivity

Deductive Reasoning

Inductive Reasoning

Mathematical Reasoning

Number Facility

Selective Attention

Knowledge

English Language

Customer and Personal Service

Mathematics

Computers and Electronics

Economics and Accounting

Administrative

Skills

Active Listening

Speaking

Reading Comprehension

Time Management

Critical Thinking

Monitoring

Writing

Active Learning

Judgment and Decision Making

Mathematics

Service Orientation

Social Perceptiveness

Technology Skills

Data base user interface and query software

Presentation software

Customer relationship management CRM software

Graphics or photo imaging software

Enterprise resource planning ERP software

Desktop communications software

Spreadsheet software

Electronic mail software

Accounting software

Object oriented data base management software

Document management software

Development environment software

Desktop publishing software

Office suite software

Cloud-based data access and sharing software

Word processing software

Financial analysis software

Internet browser software

Web page creation and editing software

Calendar and scheduling software

Instant messaging software

Tools

Desktop calculator

Special purpose telephones

Desktop computers

Personal computers

Abilities

Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
Near Vision: The ability to see details at close range (within a few feet of the observer).
Written Comprehension: The ability to read and understand information and ideas presented in writing.
Speech Clarity: The ability to speak clearly so others can understand you.
Speech Recognition: The ability to identify and understand the speech of another person.
Written Expression: The ability to communicate information and ideas in writing so others will understand.
Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
Selective Attention: The ability to concentrate on a task over a period of time without being distracted.

Knowledge

English Language: Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Customer and Personal Service: Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Mathematics: Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Computers and Electronics: Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Economics and Accounting: Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Administrative: Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Skills

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.
Monitoring: Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Writing: Communicating effectively in writing as appropriate for the needs of the audience.
Active Learning: Understanding the implications of new information for both current and future problem-solving and decision-making.
Judgment and Decision Making: Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Mathematics: Using mathematics to solve problems.
Service Orientation: Actively looking for ways to help people.
Social Perceptiveness: Being aware of others' reactions and understanding why they react as they do.

Technology Skills

Data base user interface and query software: Blackboard software; Database software; Microsoft Access; Yardi software
Presentation software: Microsoft PowerPoint
Customer relationship management CRM software: Blackbaud The Raiser's Edge; Microsoft Dynamics; Salesforce.com Salesforce CRM
Graphics or photo imaging software: SmugMug Flickr
Enterprise resource planning ERP software: Oracle JD Edwards EnterpriseOne; Oracle PeopleSoft; Oracle PeopleSoft Financials; SAP software
Desktop communications software: Edmodo
Spreadsheet software: Microsoft Excel
Electronic mail software: IBM Notes; Microsoft Exchange; Microsoft Outlook
Accounting software: Billing software; Bookkeeping software; Intuit QuickBooks; Sage 50 Accounting
Object oriented data base management software: Hibernate ORM; PostgreSQL
Document management software: Adobe Systems Adobe Acrobat; Filing system software; Records management software; Transcription system software
Development environment software: Adobe Systems Adobe Creative Suite
Desktop publishing software: Adobe Systems Adobe InDesign; Microsoft Publisher
Office suite software: Microsoft Office software
Cloud-based data access and sharing software: Dropbox; Google Drive; Microsoft SharePoint
Word processing software: 3M Post-it App; Evernote; Google Docs; Microsoft Word
Financial analysis software: Delphi Technology
Internet browser software: Web browser software
Web page creation and editing software: Facebook; Google Sites; LinkedIn; Social media sites
Calendar and scheduling software: Appointment scheduling software
Instant messaging software: GroupMe

Tools

Desktop calculator: 10-key calculators
Special purpose telephones: Multi-line telephone systems
Desktop computers:
Personal computers:

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