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.
Work Activities
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Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
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Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
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File, type, or operate standard office machines.
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Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
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Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
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Perform clerical tasks, such as answering phones or distributing mail.
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Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
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Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
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Prepare reports summarizing daily transactions and earnings for individual customer accounts.
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Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
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Active Listening
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.
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Speaking
Talking to others to convey information effectively.
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Reading Comprehension
Understanding written sentences and paragraphs in work related documents.
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Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
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Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
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Near Vision
The ability to see details at close range (within a few feet of the observer).
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English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
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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.
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Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Education
High school diploma or equivalent
- Work Experience
No work experience
- Training
1 to 12 months on-the-job training
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Conventional:
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
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Dependability
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Integrity
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Attention to Detail
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Analytical Thinking
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Stress Tolerance
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Persistence
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Special purpose telephones
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Personal computers
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Desktop computers
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Desktop calculator
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Graphics or photo imaging software
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Enterprise resource planning ERP software
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Desktop communications software
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Data base user interface and query software
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Customer relationship management CRM software
