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Career Exploration

Brokerage Clerks

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

What they 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.

On the job, you would:
  • 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.
On the job, you'll need:

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

Basic Skills

  • listening to others, not interrupting, and asking good questions
  • talking to others

Problem Solving

  • noticing a problem and figuring out the best way to solve it

Verbal

  • listen and understand what people say
  • communicate by speaking

Math

  • add, subtract, multiply, or divide
  • choose the right type of math to solve a problem

Ideas and Logic

  • order or arrange things
  • notice when problems happen

Conventional

People interested in this work like activities that include data, detail, and regular routines.

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

Customer relationship management CRM software

  • HEAT Software GoldMine
  • Salesforce software

Presentation software

  • Microsoft PowerPoint

Data base user interface and query software

  • Microsoft Access
  • Structured query language SQL

Video courtesy of CareerOneStop.

Job Outlook

The job outlook for this position is Below Average.

New job opportunities are less likely in the future.

Median Annual Salary: $54,680

Education

Bachelor's degree or high school diploma/GED is usually needed.