How do they match: Brokerage Clerks

  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • 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.
  • File documents or records.