Brokerage Clerks
Tasks
- 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.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Technology Skills
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Graphics or photo imaging software
- Adobe Creative Cloud software
- Adobe Illustrator
- Adobe Photoshop
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Presentation software
- Microsoft PowerPoint
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Customer relationship management CRM software
- HEAT Software GoldMine
- Royal Alliance VISION2020 Core
- Salesforce software
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Data base user interface and query software
- Microsoft Access
- Structured query language SQL
- Transaction processing software
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Enterprise resource planning ERP software
- Microsoft Dynamics
- Oracle PeopleSoft
Tools Used
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Desktop calculator
- 10-key calculators
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Special purpose telephones
- Multi-line telephone systems
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Desktop computers
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Personal computers
Knowledge
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English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
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Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
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Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Skills
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Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
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Speaking
Talking to others to convey information effectively.
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Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
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Time Management
Managing one's own time and the time of others.
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Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Abilities
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Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
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Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
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Near Vision
The ability to see details at close range (within a few feet of the observer).
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Written Comprehension
The ability to read and understand information and ideas presented in writing.
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Speech Clarity
The ability to speak clearly so others can understand you.
Education
How much education does a new hire need to perform a job in this occupation?
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Bachelor's degree
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High school diploma or equivalent
or: GED, High School Equivalency Certificate
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Some college, no degree
Work Activities
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Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
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Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
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Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
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Communicating with People Outside the Organization
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
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Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Detailed Work Activities
- Confer with coworkers to coordinate work activities.
- Respond to customer problems or complaints.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- File documents or records.
- Coordinate operational activities.
Work Interests
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Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
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Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.

Job Outlook
Projected salary and job growth
$45750.0 - $86300.0
New job opportunities are less likely in the future. : Below Average
Assessment
Related assessments and tests
No assessment available.