Brokerage Clerks

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 Task

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

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