How do they match: Brokerage Clerks

  • Broker Assistant
  • Brokerage Assistant
  • Portfolio Assistant
  • Registered Sales Assistant
  • 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.

  • Perform clerical tasks, such as answering phones or distributing mail.
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.

  • Distribute incoming mail.