How do they match: Brokerage Clerks

  • Operations Clerk
  • Operations Coordinator
  • Operations Representative
  • Operations Specialist
  • Transfer Clerk
  • Brokerage Operations Rep
  • Brokerage Operations Representative
  • Brokerage Operations Specialist

  • 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.

  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
  • File, type, or operate standard office machines.
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.

  • Coordinate operational activities.
  • Schedule operational activities.