How do they match: Brokerage Clerks

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

  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.