Careers and Occupations

Brokerage Clerks

Brokerage Clerks

Brokerage Clerks Videos


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Brokerage Clerks Description

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.

Brokerage Clerks Related Job Titles

Account Administrator, Broker Assistant, Brokerage Purchase-and-Sale Clerk, Cashier, Clerk, Client Administrator, Client Service Associate, Client Service Representative, Commodities Clerk, Coupon Clerk, Dividend Clerk, Information Clerk Brokerage, Margin Analyst, Margin Clerk, Operations Clerk, OTC Clerk (Over the Counter Clerk), Portfolio Assistant, Quotation Checker, Quotation Clerk, Registered Account Administrator, Registered Sales Assistant, Sales Assistant, Securities Clerk, Stock Clerk, Telephone Quotation Clerk, Transfer Clerk,


Brokerage Clerks Related Careers
Brokerage Clerks Tasks
Core Tasks
  • Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
  • File, type, or operate standard office machines.
  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Supplemental Tasks
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
  • Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.

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