Brokerage Clerks

Also Called: Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant

What Brokerage Clerks do

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.

  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • File, type, or operate standard office machines.
Industry Areas:

Finance and Business Transportation

Training Program Areas:

Accounting Services • OCT-Only Finance & Business • OCT-Only Transportation • Transportation Office Support

Expand For Additional Details

Work Context

  • Electronic Mail
  • Telephone
  • Contact With Others
  • Importance of Being Exact or Accurate
  • Face-to-Face Discussions

Tools

  • Desktop calculator
  • Special purpose telephones
  • Desktop computers
  • Personal computers

Technology

Data base user interface and query software
Data entry software
Structured query language SQL
Presentation software
Microsoft PowerPoint
Customer relationship management CRM software
HEAT Software GoldMine
Salesforce software

The Education & Training You Need

Skills

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Time Management
  • Critical Thinking

Knowledge

Arts and Humanities
English language
Business
customer service
accounting and economics
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
computers and electronics

Education

  • 38% Bachelor's degree
  • 29% High school diploma or equivalent
  • 20% Some college, no degree

Experience

Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

What are your training options on the pathway to this occupation?

Are You a Good Fit?

Occupation Traits

  • Conventional (Organizer)
  • Enterprising (Persuader)

Work Styles

  • Dependability
  • Integrity
  • Attention to Detail
  • Analytical Thinking
  • Stress Tolerance
  • Persistence

Values

  • Relationships
  • Support
  • Independence

Abilities

  • Verbal
  • Math
  • Ideas and Logic

This is what Brokerage Clerks across the country typically make.

$22.00 / hour
$45,750 /year

Entry Level

$28.92 / hour
$60,150 /year

Median Level

$41.49 / hour
$86,300 /year

Experienced Level

Income information reflects a regional average.
Income information reflects a national average.

This career’s National Job Outlook is

Average

Please be sure to verify the outlook of this occupation with your instructor.

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