Brokerage Clerks

A typical week, in the words of people in the job

1. 01Prepare reports summarizing daily transactions and earnings for individual customer accounts.
2. 02Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
3. 03File, type, or operate standard office machines.
4. 04Perform clerical tasks, such as answering phones or distributing mail.
5. 05Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
6. 06Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
7. 07Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
8. 08Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
9. 09Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
10. 10Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.

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