How do they match: Brokerage Clerks

  • Account Administrator
  • Brokerage Manager
  • Registered Account Administrator

  • 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.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.