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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.
| Measure | Out of 5 | What that means here |
|---|---|---|
| Close to other people | 3.7 | Shared rooms, but not shoulder to shoulder |
| On your feet | 2.4 | Mostly seated |
| Talking face to face | 4.7 | Continuous — the job is conversations |
| Working with your hands | 3.2 | 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.
- 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.
Where to study
Colleges with strong activity in these fields.
Start with program size, admission, and likely cost. Open a college for the full picture.
Western Governors University
- Degrees each year
- 1,301
- Admit rate
- Not reported
- Annual cost after aid
- $13,000
Southern New Hampshire University
- Degrees each year
- 797
- Admit rate
- 96%
- Annual cost after aid
- $37,000
CUNY Bernard M Baruch College
- Degrees each year
- 525
- Admit rate
- 50%
- Annual cost after aid
- $6,000
University of Illinois Urbana-Champaign
- Degrees each year
- 352
- Admit rate
- 44%
- Annual cost after aid
- $8,000
Drexel University
- Degrees each year
- 333
- Admit rate
- 78%
- Annual cost after aid
- $35,000
Texas A & M University-College Station
- Degrees each year
- 298
- Admit rate
- 63%
- Annual cost after aid
- $17,000
Ohio State University-Main Campus
- Degrees each year
- 297
- Admit rate
- 51%
- Annual cost after aid
- $10,000
California State University-Northridge
- Degrees each year
- 257
- Admit rate
- 93%
- Annual cost after aid
- $8,000
Compare every college offering accounting and related services