(Career Asssessments, Exploration & Counselling)
Career: Brokerage Clerks
Job Description
Perform clerical duties involving the purchase or sale of securities. Duties include writing orders for stock purchases and 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.
Job Tasks
Importance %age |
Task Description |
100
|
File, type, or operate standard office machines. |
98
|
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. |
82
|
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records. |
72
|
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. |
67
|
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. |
57
|
Prepare reports summarizing daily transactions and earnings for individual customer accounts. |
48
|
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. |
32
|
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. |
27
|
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. |
Work Activities
Importance %age |
Activity Description |
77
|
Updating and Using Relevant Knowledge
|
71
|
Establishing and Maintaining Interpersonal Relationships
|
70
|
Organizing, Planning, and Prioritizing Work
|
67
|
Processing Information
|
65
|
Communicating with Supervisors, Peers, or Subordinates
|
62
|
Evaluating Information to Determine Compliance with Standards
|
61
|
Communicating with Persons Outside Organization
|
60
|
Making Decisions and Solving Problems
|
59
|
Interacting With Computers
|
58
|
Identifying Objects, Actions, and Events
|
55
|
Documenting/Recording Information
|
55
|
Getting Information
|
54
|
Performing Administrative Activities
|
52
|
Analyzing Data or Information
|
51
|
Resolving Conflicts and Negotiating with Others
|
50
|
Monitor Processes, Materials, or Surroundings
|
49
|
Performing for or Working Directly with the Public
|
48
|
Judging the Qualities of Things, Services, or People
|
47
|
Scheduling Work and Activities
|
46
|
Interpreting the Meaning of Information for Others
|
43
|
Developing Objectives and Strategies
|
43
|
Thinking Creatively
|
42
|
Coordinating the Work and Activities of Others
|
38
|
Inspecting Equipment, Structures, or Material
|
37
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
32
|
Selling or Influencing Others
|
32
|
Assisting and Caring for Others
|
32
|
Monitoring and Controlling Resources
|
30
|
Coaching and Developing Others
|
30
|
Developing and Building Teams
|
27
|
Training and Teaching Others
|
27
|
Performing General Physical Activities
|
26
|
Controlling Machines and Processes
|
25
|
Handling and Moving Objects
|
19
|
Provide Consultation and Advice to Others
|
18
|
Guiding, Directing, and Motivating Subordinates
|
17
|
Repairing and Maintaining Electronic Equipment
|
17
|
Staffing Organizational Units
|
6
|
Repairing and Maintaining Mechanical Equipment
|
4
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|
2
|
Operating Vehicles, Mechanized Devices, or Equipment
|