CareerGPS

Brokerage Clerks
Summary Occupational Forecast Data for Brokerage Clerks
Employment Employment Change Average Annual Job Openings Wage & Training Levels
2018 2023 Numerical Percent New Jobs Replacement Jobs Total Median Hourly Median Annual Training Levels
137 157 20 14.62% 4 15 19 $25.52 $53,088 High school diploma or equivalent
Description: Perform clerical duties involving the purchase or sale of securities. Duties include writing orders for stock purchases and 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.
Staffing Pattern Data Forecast Data Source: EMSI (2nd Quarter 2018)

Occupation Details

The information in this section represents occupational characteristics included in O*NET which defines key features of an occupation as a standardized, measurable set of variables called "descriptors". These distinguishing characteristics of an occupation are described in greater detail in the O*NET Content Model. All items are listed in descending order of importance.

  • 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.

Knowledge

88%
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.
74%
Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
70%
Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
64%
Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
54%
English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Skills

72%
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.
69%
Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
69%
Speaking - Talking to others to convey information effectively.
65%
Time Management - Managing one's own time and the time of others.
62%
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
60%
Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
60%
Writing - Communicating effectively in writing as appropriate for the needs of the audience.
60%
Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
60%
Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
56%
Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
53%
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
53%
Service Orientation - Actively looking for ways to help people.
50%
Coordination - Adjusting actions in relation to others' actions.
50%
Mathematics - Using mathematics to solve problems.

Abilities

72%
Speech Clarity - The ability to speak clearly so others can understand you.
72%
Written Comprehension - The ability to read and understand information and ideas presented in writing.
69%
Near Vision - The ability to see details at close range (within a few feet of the observer).
69%
Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
66%
Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
66%
Written Expression - The ability to communicate information and ideas in writing so others will understand.
66%
Speech Recognition - The ability to identify and understand the speech of another person.
66%
Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
62%
Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
60%
Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
56%
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
56%
Selective Attention - The ability to concentrate on a task over a period of time without being distracted.
53%
Finger Dexterity - The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
53%
Mathematical Reasoning - The ability to choose the right mathematical methods or formulas to solve a problem.
53%
Number Facility - The ability to add, subtract, multiply, or divide quickly and correctly.
50%
Perceptual Speed - The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes compa
50%
Flexibility of Closure - The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.

Work Activities

91%
Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
83%
Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
82%
Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
82%
Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
77%
Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.
76%
Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
75%
Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
73%
Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.
72%
Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.
72%
Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
69%
Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.
67%
Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.
63%
Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
62%
Performing for or Working Directly with the Public - Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
60%
Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.
56%
Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
54%
Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
52%
Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Title Job Zone Three: Medium Preparation Needed
Overall Experience Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Job Training Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include food service managers, electricians, agricultural technicians, legal secretaries, interviewers, and insurance sales agents.
Education Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Interests

Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social - Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Styles

Integrity - Job requires being honest and ethical.
Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Stress Tolerance - Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Self Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Persistence - Job requires persistence in the face of obstacles.
Initiative - Job requires a willingness to take on responsibilities and challenges.
Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Social Orientation - Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
Analytical Thinking - Job requires analyzing information and using logic to address work-related issues and problems.
Independence - Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Work Values

Relationships - Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Support - Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.