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Brokerage Clerks

  • Finance

Tasks

What tasks do Brokerage Clerks perform?

  • 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.


Knowledge

What do Brokerage Clerks need to know?

  • English Language

    Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

  • 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.

  • Mathematics

    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.


Skills

What skills do Brokerage Clerks need?

  • 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.

  • Speaking

    Talking to others to convey information effectively.

  • Reading Comprehension

    Understanding written sentences and paragraphs in work-related documents.



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Data on career profiles are based on information supplied by the O*NET Program, sponsored by U.S. Department of Labor, Employment, and Training Administration.