Brokerage Clerks Occupation Details

General Job Description and Education/Training Levels for Brokerage Clerks

The main tasks and work activities of Brokerage Clerks are to confer with coworkers to coordinate work activities, respond to customer problems or complaints, coordinate operational activities, schedule operational activities. In general, for the Brokerage Clerks, speaking, active Listening, reading Comprehension, time Management and other 9 skills are required.

Brokerage Clerks Job Description
Education	Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Related 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.
Job Training	Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Example	These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.

The following chart shows the education/training levels for Brokerage Clerks jobs. 29.13% of Brokerage Clerks have High School Diploma (or the equivalent) and 38.23% of Brokerage Clerks have Bachelor's Degree and Above.

Less than a High School Diploma

0.00%

High School Diploma (or the equivalent)

29.13%

Post-Secondary Certificate

0.00%

Some College Courses

19.95%

Associate's Degree (or other 2-year degree)

12.69%

Bachelor's Degree and Above

38.23%

Tasks and Work Activities of Brokerage Clerks

Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
File, type, or operate standard office machines.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
Prepare reports summarizing daily transactions and earnings for individual customer accounts.
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
Perform clerical tasks, such as answering phones or distributing mail.

Getting InformationObserving, receiving, and otherwise obtaining information from all relevant sources.
Interacting With ComputersUsing computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Processing InformationCompiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Communicating with Persons Outside OrganizationCommunicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Establishing and Maintaining Interpersonal RelationshipsDeveloping constructive and cooperative working relationships with others, and maintaining them over time.
Evaluating Information to Determine Compliance with StandardsUsing relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Making Decisions and Solving ProblemsAnalyzing information and evaluating results to choose the best solution and solve problems.
Updating and Using Relevant KnowledgeKeeping up-to-date technically and applying new knowledge to your job.
Identifying Objects, Actions, and EventsIdentifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Organizing, Planning, and Prioritizing WorkDeveloping specific goals and plans to prioritize, organize, and accomplish your work.

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

Skills and Abilities for Brokerage Clerks

SpeakingTalking to others to convey information effectively.
Active ListeningGiving 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.
Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
Time ManagementManaging one's own time and the time of others.
Critical ThinkingUsing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
MonitoringMonitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
WritingCommunicating effectively in writing as appropriate for the needs of the audience.
Judgment and Decision MakingConsidering the relative costs and benefits of potential actions to choose the most appropriate one.
Service OrientationActively looking for ways to help people.
Social PerceptivenessBeing aware of others' reactions and understanding why they react as they do.
Active LearningUnderstanding the implications of new information for both current and future problem-solving and decision-making.
MathematicsUsing mathematics to solve problems.

Oral ComprehensionThe ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral ExpressionThe ability to communicate information and ideas in speaking so others will understand.
Near VisionThe ability to see details at close range (within a few feet of the observer).
Written ComprehensionThe ability to read and understand information and ideas presented in writing.
Written ExpressionThe ability to communicate information and ideas in writing so others will understand.
Speech ClarityThe ability to speak clearly so others can understand you.
Speech RecognitionThe ability to identify and understand the speech of another person.
Information OrderingThe 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 SensitivityThe ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Deductive ReasoningThe ability to apply general rules to specific problems to produce answers that make sense.
Selective AttentionThe ability to concentrate on a task over a period of time without being distracted.
Number FacilityThe ability to add, subtract, multiply, or divide quickly and correctly.
Mathematical ReasoningThe ability to choose the right mathematical methods or formulas to solve a problem.
Inductive ReasoningThe ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Desktop calculatore.g. 10-key calculators
Desktop computerse.g. Desktop computers
Special purpose telephonese.g. Multi-line telephone systems
Personal computerse.g. Personal computers

English LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Customer and Personal ServiceKnowledge 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.
MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Brokerage Clerks Occupation Detailed Description

Tasks and Work Activities of Brokerage Clerks

Skills and Abilities for Brokerage Clerks