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User: New User

Date: 10/15/2025

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.

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    Work Activities

    Work Activities

    • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
    • Perform clerical tasks, such as answering phones or distributing mail.
    • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
    • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
    • 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.
    • 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.
    • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
    • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.

    Skills

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Time Management

      Managing your time and the time of other people.

    • Mathematics

      Using math to solve problems.

    • Science

      Using scientific rules and strategies to solve problems.

    • Writing

      Writing things for co-workers or customers.

    • Negotiation

      Bringing people together to solve differences.

    • Technology Design

      Making equipment and technology useful for customers.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Service Orientation

      Looking for ways to help people.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Operation and Control

      Using equipment or systems.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    • Management of Material Resources

      Managing equipment and materials.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Social Perceptiveness

      Understanding people's reactions.

    • Programming

      Writing computer programs.

    • Repairing

      Repairing machines or systems using the right tools.

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    • Reading Comprehension

      Reading work-related information.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Speaking

      Talking to others.

    • Instructing

      Teaching people how to do something.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Coordination

      Changing what is done based on other people's actions.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    WorkKeys®

    Applied Math
    4
    Workplace Documents
    4
    Graphic Literacy
    4

    Abilities

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Near Vision

      Seeing details up close.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Written Comprehension

      Reading and understanding what is written.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Written Expression

      Communicating by writing.

    • Spatial Orientation

      Knowing where things are around you.

    • Problem Sensitivity

      Noticing when problems happen.

    • Oral Expression

      Communicating by speaking.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Time Sharing

      Doing two or more things at the same time.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Deductive Reasoning

      Using rules to solve problems.

    • Trunk Strength

      Using your lower back and stomach.

    • Speech Recognition

      Recognizing spoken words.

    • Night Vision

      Seeing at night or under low light.

    • Far Vision

      Seeing details that are far away.

    • Originality

      Creating new and original ideas.

    • Selective Attention

      Paying attention to something without being distracted.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Speech Clarity

      Speaking clearly.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Oral Comprehension

      Listening and understanding what people say.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Category Flexibility

      Grouping things in different ways.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Information Ordering

      Ordering or arranging things.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    Knowledge

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    • Administration and Management

      Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Customer and Personal Service

      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.

    • Sales and Marketing

      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.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    Career Video

    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 61680/yr
    • Typical Salary
    • Ohio Hourly Wage 29.65/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 1,200
    • Yearly Projected Openings 130

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Dependability
    • Integrity
    • Attention to Detail
    • Analytical Thinking
    • Stress Tolerance
    • Persistence

    Tools

    • Desktop calculator
    • Desktop computers
    • Personal computers
    • Special purpose telephones

    Technology

    • Accounting software
    • Calendar and scheduling software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Desktop communications software
    • Desktop publishing software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Financial analysis software
    • Graphics or photo imaging software
    • Instant messaging software
    • Internet browser software
    • Object oriented data base management software
    • Office suite software
    • Presentation software
    • Spreadsheet software
    • Web page creation and editing software
    • Word processing software

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    Workforce Supply Tool

    Workforce Supply Tool

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