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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.

How does this connect to your interests? →

A look at the work

  • 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.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
  • 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.

A selection of source-listed tasks; duties vary by role and employer.

Interests involved in this work

These source scores describe occupational work activities. They are separate from your personal test results.

Hands-on

2026-02 · Machine Learning/Expert

2.1 / 7

Investigative

2026-02 · Machine Learning/Expert

1.3 / 7

Creative

2026-02 · Machine Learning/Expert

1.0 / 7

Helping people

2026-02 · Machine Learning/Expert

2.3 / 7

Enterprising

2026-02 · Machine Learning/Expert

4.5 / 7

Organizing

2026-02 · Machine Learning/Expert

7.0 / 7

Skills to explore

Source-reported importance on a 1–5 scale. Try a course, project or conversation to learn what these skills involve.

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.

2014-07

3.9 / 5

Speaking

Talking to others to convey information effectively.

2014-07

3.9 / 5

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

2014-07

3.8 / 5

Time Management

Managing one's own time and the time of others.

2014-07

3.5 / 5

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

2014-07

3.4 / 5

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

2014-07

3.1 / 5

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

2014-07

3.1 / 5

Mathematics

Using mathematics to solve problems.

2014-07

3.0 / 5

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

2014-07

3.0 / 5

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

2014-07

3.0 / 5

Plan a small next step

Talk to someone doing this work, look for a supervised activity, and explore the subjects that interest you. Admission, licensing and current program requirements should be confirmed with the relevant institutions.

Source preparation category: Job Zone 3 of 5 · 2014-07. This category describes typical preparation, not your eligibility.

Related study fields

Source crosswalk connections are research leads, not required qualifications.

Accounting Technology/Technician and Bookkeeping →

Explore all related study fields →

Source & methodology

O*NET-SOC code 43-4011.00 · Database 31.0 · Retrieved Oct 14, 2026. Dates on individual observations describe their source periods.

How interest exploration matching works →

Data: O*NET® 31.0 Database, U.S. Department of Labor, Employment and Training Administration. Used under CC BY 4.0. StudyIndex normalizes the presentation and adds exploration features; USDOL/ETA has not approved, endorsed or tested these additions.