Brokerage Clerks
Overview
Salary
Demand
Core Tasks
Technology Skills
Tools Used
Top 10 Knowledge Required
Top 10 Skills
Top 10 Abilities
Top 10 Work Activities
Detailed Work Activities
Work Context
Education
Majors
Interests
Top 10 Work Styles
Work Values
Related Careers
Overview
Job Zone Three: Medium Preparation Needed
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.
Education
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
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, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.
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.
Salary Salary
Salary at 10th Percentile: $37K
Salary at 25th Percentile: $45K
Median Salary: $55K
Salary at 75th Percentile: $67K
Salary at 90th Percentile: $83K
Demand
Core Tasks
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.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Perform clerical tasks, such as answering phones or distributing mail.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
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.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Technology Skills
Technology
Example
Hot Technology
Tools Used
Tool
Example
Top 10 Knowledge Required
English Language
82%
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
77%
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
71%
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Computers and Electronics
67%
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Economics and Accounting
64%
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Clerical
62%
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
Sales and Marketing
57%
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Law and Government
54%
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Communications and Media
49%
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
Education and Training
45%
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
Top 10 Skills
Active Listening
78%
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
78%
Talking to others to convey information effectively.
Reading Comprehension
75%
Understanding written sentences and paragraphs in work related documents.
Time Management
70%
Managing one's own time and the time of others.
Critical Thinking
68%
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Monitoring
63%
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Writing
63%
Communicating effectively in writing as appropriate for the needs of the audience.
Active Learning
60%
Understanding the implications of new information for both current and future problem-solving and decision-making.
Judgment and Decision Making
60%
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Mathematics
60%
Using mathematics to solve problems.
Top 10 Abilities
Oral Comprehension
80%
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
78%
The ability to communicate information and ideas in speaking so others will understand.
Near Vision
75%
The ability to see details at close range (within a few feet of the observer).
Written Comprehension
75%
The ability to read and understand information and ideas presented in writing.
Speech Clarity
73%
The ability to speak clearly so others can understand you.
Speech Recognition
73%
The ability to identify and understand the speech of another person.
Written Expression
73%
The ability to communicate information and ideas in writing so others will understand.
Information Ordering
70%
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).
Problem Sensitivity
68%
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Deductive Reasoning
65%
The ability to apply general rules to specific problems to produce answers that make sense.
Top 10 Work Activities
Getting Information
86%
Observing, receiving, and otherwise obtaining information from all relevant sources.
Interacting With Computers
84%
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Processing Information
82%
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Communicating with Persons Outside Organization
80%
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.
Establishing and Maintaining Interpersonal Relationships
76%
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Evaluating Information to Determine Compliance with Standards
75%
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Making Decisions and Solving Problems
71%
Analyzing information and evaluating results to choose the best solution and solve problems.
Updating and Using Relevant Knowledge
69%
Keeping up-to-date technically and applying new knowledge to your job.
Identifying Objects, Actions, and Events
68%
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Organizing, Planning, and Prioritizing Work
67%
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Detailed Work Activities
Confer with coworkers to coordinate work activities.
Respond to customer problems or complaints.
Prepare documentation for contracts, transactions, or regulatory compliance.
File documents or records.
Answer telephones to direct calls or provide information.
Distribute incoming mail.
Schedule operational activities.
Coordinate operational activities.
Monitor financial information.
Verify accuracy of financial or transactional data.
Calculate financial data.
Prepare research or technical reports.
Work Context
Electronic Mail
How often do you use electronic mail in this job?
Telephone
How often do you have telephone conversations in this job?
Indoors, Environmentally Controlled
How often does this job require working indoors in environmentally controlled conditions?
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?
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?
Importance of Being Exact or Accurate
How important is being very exact or highly accurate in performing this job?
Deal With External Customers
How important is it to work with external customers or the public in this job?
Time Pressure
How often does this job require the worker to meet strict deadlines?
Work With Work Group or Team
How important is it to work with others in a group or team in this job?
Face-to-Face Discussions
How often do you have to have face-to-face discussions with individuals or teams in this job?
Education
Interests
Conventional
100%
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
77%
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social
43%
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Realistic
39%
Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
Investigative
24%
Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
Artistic
15%
Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
Top 10 Work Styles
Dependability
94%
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Integrity
94%
Job requires being honest and ethical.
Attention to Detail
92%
Job requires being careful about detail and thorough in completing work tasks.
Analytical Thinking
88%
Job requires analyzing information and using logic to address work-related issues and problems.
Stress Tolerance
88%
Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Self Control
84%
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Persistence
83%
Job requires persistence in the face of obstacles.
Initiative
82%
Job requires a willingness to take on responsibilities and challenges.
Achievement/Effort
79%
Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Adaptability/Flexibility
79%
Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Work Values
Relationships
77%
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.
Support
72%
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Independence
62%
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Working Conditions
60%
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Achievement
58%
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.
Recognition
48%
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.
