Brokerage clerk performing duties related to the purchase, sale, and holding of securities, including documenting transactions, verifying ownership, and monitoring stock price fluctuations in a brokerage office setting
Experience
Brokerage Clerk
Where you worked
Month Year to Month Year
Corresponded with customers and conferred with coworkers to answer inquiries and resolve account problems
Documented security transactions, such as purchases and sales, using computers and accounting ledgers
Performed clerical tasks, including answering phones and distributing mail, in a brokerage office setting
Prepared forms, such as receipts and withdrawal orders, based on transaction requests from stockholders
Scheduled and coordinated transfer and delivery of security certificates between companies and customers
Monitored daily stock prices and computed fluctuations to determine the need for additional collateral
Verified ownership and transaction information to ensure conformance with governmental regulations
Skills
Core Skills
Preparing documentation, Monitoring financial information, Preparing research reports
Checking & Planning
Calculating financial data, Verifying financial or transactional accuracy