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Brokerage Clerks

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.

Other titles employers use

Account Administrator · Client Associate · Client Service Associate · Operations Clerk · Operations Coordinator · Registered Account Administrator · Registered Sales Assistant · Sales Assistant

Inside the work

What you would actually do.

5 responsibilities that define the role, before job titles and workplaces change the details.

  • 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.
  • Perform clerical tasks, such as answering phones or distributing mail.
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.

Who it suits

Would this work hold your attention?

This career often appeals to people drawn to organizing and persuading work.

Organizing
Creating order, checking details, and keeping work accurate
Persuading
Leading, selling, starting projects, or making a case

Skills and strengths

What you would get good at.

Compare the skills the work relies on, the subjects behind it, and the abilities that make it easier to learn.

Core skills

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Time Management
  • Critical Thinking
  • Writing

Subjects to know

  • English Language
  • Customer and Personal Service
  • Mathematics
  • Computers and Electronics
  • Economics and Accounting

Useful strengths

  • Oral Comprehension
  • Oral Expression
  • Written Comprehension
  • Near Vision
  • Written Expression

Working day

Picture yourself doing it.

These measures show how much of the day involves people, movement, conversation, and hands-on work.

How this job scores on four measures of working conditions, out of five
MeasureOut of 5What that means here
Close to other people3.7 Shared rooms, but not shoulder to shoulder
On your feet2.4 Mostly seated
Talking face to face4.7 Continuous — the job is conversations
Working with your hands3.2 Some of the day

Preparation

How people prepare for this work.

Employers usually ask for a high school diploma. Other routes may also lead into the field.

  • A four-year degree 38%
  • High school or less 29%
  • A certificate or some college 20%
  • A two-year degree 13%

Tools of the work

Technology you may use.

  • Graphics or photo imaging software
  • Data base user interface and query software
  • Document management software
  • Customer relationship management CRM software
  • Enterprise resource planning ERP software
  • Desktop publishing software
  • Spreadsheet software
  • Office suite software

Opportunity near you

See where this work is growing.

Choose a state to compare the size of the field, annual openings, and expected hiring change.

Selected stateCalifornia
People doing this work
6,200
Job openings each year
680
Expected hiring change, 2022–2032
−6.1%
Compare every available state
State People doing it Job openings each year Expected change
California 6,200 680 −6.1%
New York 5,440 10 2.6%
Florida 3,510 390 −3.3%
Illinois 3,170 350 −7.6%
Texas 3,170 370 4.3%
New Jersey 3,130 330 −13.1%
Pennsylvania 1,640 180 −10.4%
Ohio 1,200 130 −2.4%
Maryland 1,120 120 −2.6%
Minnesota 1,090 120 −9.2%
Virginia 1,010 110 −10.6%
North Carolina 790 90 −3.7%
Missouri 590 70
New Hampshire 590 70 −6.3%
Kentucky 570 60 −9.5%
Arizona 540 60 3.8%
Delaware 530 60 −11.7%
Georgia 530 60
Michigan 530 60 −7.0%
Montana 520 60 −3.7%
Wisconsin 520 60 −5.5%
Washington 500 60 8.7%
Indiana 480 50 −5.9%
Tennessee 440 50 −10.2%
Nebraska 410 40 −8.9%
Connecticut 400 40 −9.1%
Colorado 310 40
Iowa 280 30 −6.7%
Kansas 260 30 −3.7%
Rhode Island 240 30 −17.2%
Massachusetts 220 20 −8.3%
South Carolina 200 20 11.1%
Utah 200 30 17.6%
Idaho 170 20
Oregon 170 20 −10.5%
Nevada 160 20 −5.9%
Maine 140 20 −12.5%
Alabama 130 10 −13.3%
South Dakota 130 10
West Virginia 130 20 8.3%
Mississippi 70 10 −12.5%
Vermont 50 10 25.0%
North Dakota 30 0

Career to college

Build a path toward this work.

Start with a related major, then compare colleges where students complete that field.

CareerBrokerage Clerks