- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job Description: 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.
Brokerage Clerks spend a lot of their time Updating and Using Relevant Knowledge. They are naturally good at Near Vision, Oral Comprehension, Oral Expression, and Written Comprehension. Brokerage Clerks are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Customer and Personal Service, Clerical, and Mathematics and are skilled at Reading Comprehension and Active Listening.
Work Activities
Updating and Using Relevant Knowledge
Establishing and Maintaining Interpersonal Relationships
Organizing, Planning, and Prioritizing Work
Processing Information
Communicating with Supervisors, Peers, or Subordinates
Evaluating Information to Determine Compliance with Standards
Communicating with Persons Outside Organization
Making Decisions and Solving Problems
Interacting With Computers
Identifying Objects, Actions, and Events
Getting Information
Documenting/Recording Information
Performing Administrative Activities
Analyzing Data or Information
Resolving Conflicts and Negotiating with Others
Monitor Processes, Materials, or Surroundings
Performing for or Working Directly with the Public
Judging the Qualities of Things, Services, or People
Scheduling Work and Activities
Interpreting the Meaning of Information for Others
Thinking Creatively
Developing Objectives and Strategies
Coordinating the Work and Activities of Others
Inspecting Equipment, Structures, or Material
Estimating the Quantifiable Characteristics of Products, Events, or Information
Assisting and Caring for Others
Monitoring and Controlling Resources
Selling or Influencing Others
Developing and Building Teams
Coaching and Developing Others
Performing General Physical Activities
Training and Teaching Others
Controlling Machines and Processes
Handling and Moving Objects
Provide Consultation and Advice to Others
Guiding, Directing, and Motivating Subordinates
Staffing Organizational Units
Repairing and Maintaining Electronic Equipment
Abilities
Near Vision
Oral Comprehension
Oral Expression
Written Comprehension
Deductive Reasoning
Speech Recognition
Number Facility
Speech Clarity
Written Expression
Inductive Reasoning
Mathematical Reasoning
Information Ordering
Problem Sensitivity
Selective Attention
Category Flexibility
Finger Dexterity
Flexibility of Closure
Time Sharing
Perceptual Speed
Speed of Closure
Far Vision
Fluency of Ideas
Memorization
Visualization
Originality
Auditory Attention
Hearing Sensitivity
Control Precision
Visual Color Discrimination
Arm-Hand Steadiness
Manual Dexterity
Depth Perception
Interests
Conventional
Enterprising
Social
Realistic
Investigative
Artistic
Knowledge
Customer and Personal Service
Clerical
Mathematics
Economics and Accounting
Computers and Electronics
Sales and Marketing
English Language
Administration and Management
Education and Training
Law and Government
Communications and Media
Production and Processing
Personnel and Human Resources
Telecommunications
Wages
Connecticut
$48,520
New Jersey
$46,480
Colorado
$44,570
Maine
$44,370
Massachusetts
$43,790
District of Columbia
$43,560
Utah
$43,550
New York
$43,360
Vermont
$43,100
California
$43,050
Minnesota
$41,960
Delaware
$41,890
Maryland
$41,580
Illinois
$41,290
Rhode Island
$40,310
Pennsylvania
$40,000
Virginia
$39,760
Washington
$39,600
New Hampshire
$39,520
Texas
$39,360
Arizona
$39,140
Alaska
$38,920
Michigan
$38,600
Indiana
$38,170
Ohio
$37,660
North Carolina
$37,390
Alabama
$36,720
Arkansas
$36,280
Nevada
$35,960
Tennessee
$35,930
Florida
$35,720
Wisconsin
$35,550
Oregon
$35,310
Missouri
$35,160
Kansas
$34,780
Kentucky
$34,380
New Mexico
$34,160
South Dakota
$33,850
Idaho
$33,800
Louisiana
$33,590
Mississippi
$33,200
South Carolina
$33,150
Iowa
$32,950
Nebraska
$32,610
Puerto Rico
$32,550
Georgia
$32,150
Hawaii
$30,800
Oklahoma
$30,640
Montana
$30,090
Skills
Reading Comprehension
Active Listening
Speaking
Writing
Critical Thinking
Mathematics
Active Learning
Service Orientation
Monitoring
Time Management
Social Perceptiveness
Judgment and Decision Making
Coordination
Complex Problem Solving
Learning Strategies
Negotiation
Systems Evaluation
Systems Analysis
Management of Personnel Resources
Instructing
Persuasion
Programming
Management of Financial Resources
Operation Monitoring
Management of Material Resources
Operations Analysis
Work Values
Relationships
Support
Independence
Working Conditions
Achievement
Recognition
Work Styles
Integrity
Dependability
Stress Tolerance
Attention to Detail
Cooperation
Concern for Others
Self Control
Persistence
Initiative
Adaptability/Flexibility
Social Orientation
Analytical Thinking
Independence
Achievement/Effort
Leadership
Innovation
Related University Degree Programs
Work Context
Telephone
Electronic Mail
Importance of Being Exact or Accurate
Time Pressure
Contact With Others
Spend Time Sitting
Importance of Repeating Same Tasks
Structured versus Unstructured Work
Letters and Memos
Freedom to Make Decisions
Indoors, Environmentally Controlled
Frequency of Decision Making
Face-to-Face Discussions
Deal With External Customers
Work With Work Group or Team
Impact of Decisions on Co-workers or Company Results
Coordinate or Lead Others
Consequence of Error
Spend Time Making Repetitive Motions
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
Physical Proximity
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Responsibility for Outcomes and Results
Level of Competition
Sounds, Noise Levels Are Distracting or Uncomfortable
Degree of Automation
Duration of Typical Work Week
Public Speaking
Responsible for Others' Health and Safety
Spend Time Standing
Extremely Bright or Inadequate Lighting
Spend Time Walking and Running
Pace Determined by Speed of Equipment
Exposed to Contaminants
In an Enclosed Vehicle or Equipment
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Cramped Work Space, Awkward Positions
Work Schedules
Indoors, Not Environmentally Controlled
Deal With Physically Aggressive People
Spend Time Keeping or Regaining Balance
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-About half the time-
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Walking and Running
Spend Time Sitting
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
-Every day-
Telephone
Electronic Mail
Indoors, Environmentally Controlled
Time Pressure
Letters and Memos
Frequency of Decision Making
Face-to-Face Discussions
Extremely Bright or Inadequate Lighting
Frequency of Conflict Situations
Sounds, Noise Levels Are Distracting or Uncomfortable
Deal With Unpleasant or Angry People
Cramped Work Space, Awkward Positions
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Public Speaking
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Importance of Being Exact or Accurate
Deal With External Customers
Importance of Repeating Same Tasks
Work With Work Group or Team
Coordinate or Lead Others
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Pace Determined by Speed of Equipment
Coordinate or Lead Others
Work With Work Group or Team
Deal With External Customers
Importance of Being Exact or Accurate
Importance of Repeating Same Tasks
-Fairly serious-
Consequence of Error
-High responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Coordinate or Lead Others
Deal With External Customers
Pace Determined by Speed of Equipment
Work With Work Group or Team
Importance of Being Exact or Accurate
Importance of Repeating Same Tasks
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Keeping or Regaining Balance
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Sitting
-Limited freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Limited responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Sitting
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
-Never-
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Keeping or Regaining Balance
Deal With Physically Aggressive People
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Contaminants
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Bending or Twisting the Body
Extremely Bright or Inadequate Lighting
In an Enclosed Vehicle or Equipment
Public Speaking
Spend Time Walking and Running
Sounds, Noise Levels Are Distracting or Uncomfortable
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Standing
Indoors, Environmentally Controlled
Frequency of Conflict Situations
Spend Time Making Repetitive Motions
Letters and Memos
Frequency of Decision Making
Telephone
Spend Time Sitting
Time Pressure
Face-to-Face Discussions
Electronic Mail
Deal With Unpleasant or Angry People
-No contact with others-
Contact With Others
-No freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-No responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Deal With External Customers
Coordinate or Lead Others
Work With Work Group or Team
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Deal With Unpleasant or Angry People
Public Speaking
Frequency of Decision Making
Exposed to Contaminants
Face-to-Face Discussions
Sounds, Noise Levels Are Distracting or Uncomfortable
Letters and Memos
Frequency of Conflict Situations
Time Pressure
Exposed to High Places
Electronic Mail
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
-Once a week or more but not every day-
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
Sounds, Noise Levels Are Distracting or Uncomfortable
Time Pressure
Face-to-Face Discussions
Letters and Memos
Frequency of Decision Making
Public Speaking
Electronic Mail
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
-Once a year or more but not every month-
In an Enclosed Vehicle or Equipment
Deal With Unpleasant or Angry People
Frequency of Conflict Situations
Public Speaking
Face-to-Face Discussions
Sounds, Noise Levels Are Distracting or Uncomfortable
Extremely Bright or Inadequate Lighting
Electronic Mail
Cramped Work Space, Awkward Positions
Indoors, Not Environmentally Controlled
Deal With Physically Aggressive People
Exposed to Contaminants
Letters and Memos
Outdoors, Exposed to Weather
Time Pressure
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Frequency of Decision Making
Indoors, Environmentally Controlled
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Very important-
Work With Work Group or Team
Importance of Repeating Same Tasks
Coordinate or Lead Others
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
Deal With External Customers
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
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.
- Importance Supplemental-
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.
- Relevance of Task Core-
File, type, or operate standard office machines.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Relevance of Task Supplemental-
Prepare reports summarizing daily transactions and earnings for individual customer accounts.
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
-Daily Frequency of Task (Categories 1-7) Core-
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
File, type, or operate standard office machines.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
-Daily Frequency of Task (Categories 1-7) Supplemental-
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
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.
-Hourly or more Frequency of Task (Categories 1-7) Core-
File, type, or operate standard office machines.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
-Hourly or more Frequency of Task (Categories 1-7) Supplemental-
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.
-More than monthly Frequency of Task (Categories 1-7) Core-
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
File, type, or operate standard office machines.
-More than monthly Frequency of Task (Categories 1-7) Supplemental-
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.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
-More than weekly Frequency of Task (Categories 1-7) Core-
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
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.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
-More than weekly Frequency of Task (Categories 1-7) Supplemental-
Prepare reports summarizing daily transactions and earnings for individual customer accounts.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
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.
-More than yearly Frequency of Task (Categories 1-7) Core-
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
File, type, or operate standard office machines.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
-More than yearly Frequency of Task (Categories 1-7) Supplemental-
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
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.
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
-Several times daily Frequency of Task (Categories 1-7) Core-
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
File, type, or operate standard office machines.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
-Several times daily Frequency of Task (Categories 1-7) Supplemental-
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.
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
-Yearly or less Frequency of Task (Categories 1-7) Core-
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
File, type, or operate standard office machines.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
-Yearly or less Frequency of Task (Categories 1-7) Supplemental-
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.
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.
Education Training Experience
-On-Site or In-Plant Training-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
-On-the-Job Training-
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
-Related Work Experience-
None
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree