How do they match: Brokerage Clerks

  • Sales Assistant
  • Sales Trader
  • Broker Assistant
  • Brokerage Assistant
  • Brokerage Purchase-and-Sale Clerk
  • Portfolio Assistant
  • Registered Sales Assistant
  • Trading Assistant

  • 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.