How do they match: Brokerage Clerks

  • Broker Assistant
  • Brokerage Assistant
  • Portfolio Assistant
  • Registered Sales Assistant
  • Sales Assistant
  • Trading Assistant

  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.

  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Prepare research or technical reports.