Brokerage Clerks
Tasks Include:
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- File, type, or operate standard office machines.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Perform clerical tasks, such as answering phones or distributing mail.
The data sources for the information displayed here include: O*NET™; US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Projections Quick View:
Virginia: -3.8%
National: -5.1%
Education
Bachelor's Degree
Job Zone:
Three: Medium Preparation Needed
Income Range:
Highest ($50,000 and up)
Median Earnings:
National
$54,680.00
State
$48,650.00
Regional
Brokerage Clerks
Description
Career Cluster: | Finance |
Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or 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.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Education
Required Level of Education
- Bachelor's Degree = 38.23%
- High School Diploma - or the equivalent (for example, GED) = 29.13%
- Some College Courses = 19.95%
- Associate's Degree (or other 2-year degree) = 12.69%
Related Work Experience
- Over 1 year, up to and including 2 years = 40.64%
- Over 2 years, up to and including 4 years = 24.12%
- Over 3 months, up to and including 6 months = 17.22%
- Over 10 years = 11.45%
- None = 5.79%
- Over 4 years, up to and including 6 years = 0.78%
On-Site or In-Plant Training
- Over 3 months, up to and including 6 months = 53.58%
- Over 6 months, up to and including 1 year = 19.10%
- None = 14.97%
- Over 1 month, up to and including 3 months = 9.40%
- Up to and including 1 month = 2.96%
On-the-Job Training
- Over 6 months, up to and including 1 year = 41.82%
- Over 3 months, up to and including 6 months = 36.35%
- Over 1 month, up to and including 3 months = 16.04%
- None or short demonstration = 2.88%
- Anything beyond short demonstration, up to and including 1 month = 2.12%
- Over 2 years, up to and including 4 years = 0.78%
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Tasks
Core Tasks Include:
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- File, type, or operate standard office machines.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Perform clerical tasks, such as answering phones or distributing mail.
Supplemental Tasks Include:
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Tools and Technology
Tools Include:
- Calculators or accessories (10-key calculators)
- Desktop computers
- Special purpose telephones (Multi-line telephone systems)
- Personal computers
Technologies Include:
- Accounting software
- Account management software
- Calendar and scheduling software
- Scheduling software
- Customer relationship management CRM software
- FrontRange Solutions Goldmine software
- Royal Alliance VISION2020 Core
- Data base user interface and query software
- Data entry software
- Transaction processing software
- Desktop communications software
- Online trading software
- WiredRed Software e/pop Basic
- Electronic mail software
- Microsoft Outlook
- Financial analysis software
- Bloomberg Professional
- Instant messaging software
- Instant messaging software
- Internet browser software
- Web browser software
- Office suite software
- Microsoft Office software
- Presentation software
- Microsoft PowerPoint
- Spreadsheet software
- Microsoft Excel
- Spreadsheet software
- Word processing software
- Microsoft Word
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Special Requirements
Experience: Previous work-related skill, knowledge, or experience is required for this occupations.
Education: Most occupations Brokerage Clerks require related on-the-job experience, or an associate's degree. Some may require a bachelor's degree.
Training: Brokerage Clerks usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.
The data sources for the information displayed here include: Virginia Career VIEW Research. (Using onet28)
Brokerage Clerks
Knowledge
% | Subject | Description |
---|---|---|
77.25 | English Language | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
70.50 | 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. |
63.00 | Mathematics | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
58.00 | Computers and Electronics | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. |
55.00 | Economics and Accounting | Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. |
51.75 | Administrative | Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Skills
% | Subject | Description |
---|---|---|
72.00 | 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. |
72.00 | Speaking | Talking to others to convey information effectively. |
68.75 | Reading Comprehension | Understanding written sentences and paragraphs in work-related documents. |
62.50 | Time Management | Managing one's own time and the time of others. |
59.50 | Critical Thinking | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. |
53.00 | Writing | Communicating effectively in writing as appropriate for the needs of the audience. |
53.00 | Monitoring | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
50.00 | Mathematics | Using mathematics to solve problems. |
50.00 | Active Learning | Understanding the implications of new information for both current and future problem-solving and decision-making. |
50.00 | Social Perceptiveness | Being aware of others' reactions and understanding why they react as they do. |
50.00 | Judgment and Decision Making | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
50.00 | Service Orientation | Actively looking for ways to help people. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Abilities
% | Subject | Description |
---|---|---|
75.00 | Oral Comprehension | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
72.00 | Oral Expression | The ability to communicate information and ideas in speaking so others will understand. |
68.75 | Written Comprehension | The ability to read and understand information and ideas presented in writing. |
68.75 | Near Vision | The ability to see details at close range (within a few feet of the observer). |
65.50 | Written Expression | The ability to communicate information and ideas in writing so others will understand. |
65.50 | Speech Clarity | The ability to speak clearly so others can understand you. |
65.50 | Speech Recognition | The ability to identify and understand the speech of another person. |
62.50 | Information Ordering | The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). |
59.50 | Problem Sensitivity | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem. |
56.25 | Deductive Reasoning | The ability to apply general rules to specific problems to produce answers that make sense. |
53.00 | Inductive Reasoning | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
53.00 | Mathematical Reasoning | The ability to choose the right mathematical methods or formulas to solve a problem. |
53.00 | Number Facility | The ability to add, subtract, multiply, or divide quickly and correctly. |
53.00 | Selective Attention | The ability to concentrate on a task over a period of time without being distracted. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Work Activities
% | Subject | Description |
---|---|---|
82.50 | Getting Information | Observing, receiving, and otherwise obtaining information from all relevant sources. |
79.75 | Working with Computers | Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
77.25 | Processing Information | Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
74.75 | 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. |
69.50 | Establishing and Maintaining Interpersonal Relationships | Developing constructive and cooperative working relationships with others, and maintaining them over time. |
67.75 | Evaluating Information to Determine Compliance with Standards | Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. |
63.75 | Making Decisions and Solving Problems | Analyzing information and evaluating results to choose the best solution and solve problems. |
61.25 | Updating and Using Relevant Knowledge | Keeping up-to-date technically and applying new knowledge to your job. |
59.50 | Identifying Objects, Actions, and Events | Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
58.25 | Organizing, Planning, and Prioritizing Work | Developing specific goals and plans to prioritize, organize, and accomplish your work. |
57.50 | Analyzing Data or Information | Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
55.00 | Communicating with Supervisors, Peers, or Subordinates | Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
52.00 | Documenting/Recording Information | Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Work Styles
% | Subject | Description |
---|---|---|
92.50 | Dependability | Job requires being reliable, responsible, and dependable, and fulfilling obligations. |
91.75 | Integrity | Job requires being honest and ethical. |
89.50 | Attention to Detail | Job requires being careful about detail and thorough in completing work tasks. |
84.75 | Stress Tolerance | Job requires accepting criticism and dealing calmly and effectively with high-stress situations. |
84.75 | Analytical Thinking | Job requires analyzing information and using logic to address work-related issues and problems. |
79.00 | Self-Control | Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. |
78.75 | Persistence | Job requires persistence in the face of obstacles. |
77.25 | Initiative | Job requires a willingness to take on responsibilities and challenges. |
73.50 | Independence | Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. |
73.25 | Adaptability/Flexibility | Job requires being open to change (positive or negative) and to considerable variety in the workplace. |
72.75 | Achievement/Effort | Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. |
59.25 | Innovation | Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems. |
58.50 | Leadership | Job requires a willingness to lead, take charge, and offer opinions and direction. |
58.25 | Cooperation | Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. |
51.00 | Social Orientation | Job requires preferring to work with others rather than alone, and being personally connected with others on the job. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Work Values
% | Subject | Description |
---|---|---|
72.17 | Relationships | Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. |
66.67 | Support | Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. |
55.50 | Independence | Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. |
52.83 | Working Conditions | Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. |
50.00 | Achievement | Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement. |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Work Context
% | Subject | Description |
---|---|---|
100.00 | Telephone | How often do you have telephone conversations in this job? |
100.00 | Electronic Mail | How often do you use electronic mail in this job? |
96.80 | Contact With Others | How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it? |
94.60 | Importance of Being Exact or Accurate | How important is being very exact or highly accurate in performing this job? |
93.40 | Face-to-Face Discussions | How often do you have to have face-to-face discussions with individuals or teams in this job? |
92.20 | Time Pressure | How often does this job require the worker to meet strict deadlines? |
90.80 | Indoors, Environmentally Controlled | How often does this job require working indoors in environmentally controlled conditions? |
90.20 | Importance of Repeating Same Tasks | How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job? |
88.80 | Deal With External Customers | How important is it to work with external customers or the public in this job? |
87.00 | Work With Work Group or Team | How important is it to work with others in a group or team in this job? |
82.20 | Structured versus Unstructured Work | To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals? |
82.20 | Spend Time Sitting | How much does this job require sitting? |
77.80 | Frequency of Decision Making | How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization? |
77.60 | Freedom to Make Decisions | How much decision making freedom, without supervision, does the job offer? |
77.40 | Impact of Decisions on Co-workers or Company Results | What results do your decisions usually have on other people or the image or reputation or financial resources of your employer? |
74.20 | Physical Proximity | To what extent does this job require the worker to perform job tasks in close physical proximity to other people? |
68.80 | Spend Time Making Repetitive Motions | How much does this job require making repetitive motions? |
68.60 | Sounds, Noise Levels Are Distracting or Uncomfortable | How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable? |
65.60 | Degree of Automation | How automated is the job? |
64.20 | Frequency of Conflict Situations | How often are there conflict situations the employee has to face in this job? |
64.20 | Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | How much does this job require using your hands to handle, control, or feel objects, tools or controls? |
63.20 | Consequence of Error | How serious would the result usually be if the worker made a mistake that was not readily correctable? |
62.40 | Coordinate or Lead Others | How important is it to coordinate or lead others in accomplishing work activities in this job? |
56.40 | Deal With Unpleasant or Angry People | How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements? |
56.20 | Level of Competition | To what extent does this job require the worker to compete or to be aware of competitive pressures? |
55.20 | Letters and Memos | How often does the job require written letters and memos? |
53.80 | Responsibility for Outcomes and Results | How responsible is the worker for work outcomes and results of other workers? |
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Job Zone Three: Medium Preparation Needed
- Overall Experience
- Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
- Job Training
- Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
- Examples
- These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, desktop publishers, electricians, agricultural technicians, barbers, court reporters and simultaneous captioners, and medical assistants.
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Earnings Benefits*
Region | Entry Level | Median | Experienced |
---|---|---|---|
United States | $40,090.00 | $54,680.00 | $63,500.00 |
Virginia | $41,330.00 | $48,650.00 | $57,680.00 |
Region | Entry Level | Median | Experienced |
Alexandria/Arlington | No Data | No Data | No Data |
Bay Consortium | No Data | No Data | No Data |
Capital Region Workforce Partnership | $41,493.73 | $46,318.65 | $48,057.11 |
Central VA/Region2000 | No Data | No Data | No Data |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | $35,291.88 | $48,078.80 | $53,705.30 |
Hampton Roads | $42,115.56 | $50,254.20 | $58,048.87 |
New River/Mt. Rogers | No Data | No Data | No Data |
Northern Virginia | $48,205.86 | $61,696.22 | $69,518.78 |
Piedmont Workforce | $38,445.48 | $48,611.81 | $57,093.38 |
Shenandoah Valley | No Data | No Data | No Data |
South Central | No Data | No Data | No Data |
Southwestern Virginia | No Data | No Data | No Data |
West Piedmont | No Data | No Data | No Data |
Western Virginia | $35,743.28 | $50,254.20 | $53,303.48 |
* Earnings Calculations:
Regional Earnings:
Entry = Annual mean of the lower 1/3 wage distribution;
Experienced = Annual mean of the upper 2/3 wage distribution.
National and State Earnings:
Entry = Annual 10th percentile wage;
Experienced = Annual 75th percentile wage.
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Brokerage Clerks
Employment Projections
Current | Projected | % Change | |
---|---|---|---|
United States | 41,000 | 38,900 | -5.1% |
Virginia | 1,169 | 1,124 | -3.8% |
Region | Current* | Projected | % Change |
Alexandria/Arlington | No Data | No Data | No Data |
Bay Consortium | No Data | No Data | No Data |
Capital Region Workforce Partnership | No Data | No Data | No Data |
Central VA/Region2000 | No Data | No Data | No Data |
Crater Area | No Data | No Data | No Data |
Greater Peninsula | No Data | No Data | No Data |
Hampton Roads | No Data | No Data | No Data |
New River/Mt. Rogers | No Data | No Data | No Data |
Northern Virginia | No Data | No Data | No Data |
Piedmont Workforce | No Data | No Data | No Data |
Shenandoah Valley | No Data | No Data | No Data |
South Central | No Data | No Data | No Data |
Southwestern Virginia | No Data | No Data | No Data |
West Piedmont | No Data | No Data | No Data |
Western Virginia | No Data | No Data | No Data |
The data sources for the information displayed here include: US Department of Labor (BLS); Virginia Workforce Connection. (Using onet28)
Brokerage Clerks
Related Occupations
Related Occupations
The related occupations here have similar general capabilities and interests; career explorers may also be interested in the related occupations:- Securities, Commodities, and Financial Services Sales Agents
- Bookkeeping, Accounting, and Auditing Clerks
- New Accounts Clerks
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- Loan Interviewers and Clerks
- Credit Authorizers, Checkers, and Clerks
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Careers in Securities & Investments Pathway:
- Brokerage Clerks
- Financial Quantitative Analysts
- Financial Specialists, All Other
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- Personal Financial Advisors
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The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
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Overview
Occupations
The data sources for the information displayed here include: New York State Department of Labor; New Jersey Department of Labor; California Occupational Information Coordinating Committee; CareerOneStop. (Using onet28)
Brokerage Clerks
Proficiency Ratings
These proficiencies are scored on a scale from 1 to 5 with 1 being not
important to the job and 5 being extremely important to the job.
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Titles
- Account Administrator
- Broker Assistant
- Brokerage Purchase-and-Sale Clerk
- Cashier
- Clerk
- Client Administrator
- Client Service Associate
- Client Service Representative
- Commodities Clerk
- Coupon Clerk
- Dividend Clerk
- Information Clerk Brokerage
- Margin Analyst
- Margin Clerk
- Operations Clerk
- OTC Clerk (Over the Counter Clerk)
- Portfolio Assistant
- Quotation Checker
- Quotation Clerk
- Registered Account Administrator
- Registered Sales Assistant
- Sales Assistant
- Securities Clerk
- Stock Clerk
- Telephone Quotation Clerk
- Transfer Clerk
The data sources for the information displayed here include: O*NET™. (Using onet28)
Brokerage Clerks
Related Schools
- American National University
- Centura College-Chesapeake
- Centura College-Newport News
- Stratford University
- Strayer University-Virginia
- University of the Potomac-VA Campus
The data sources for the information displayed here include: O*NET™. (Using onet28)