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Visit AccessWashington, Washington State government portal

Occupation Details
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Brokerage Clerks

in Washington State

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.

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Wages

[Top]

Area	Year	Period	Percentiles					Hourly Average
Area	Year	Period	10th	25th	Median	75th	90th
Washington State	2010	Mar	$14.08	$16.96	$19.82	$24.32	$27.96	$20.61

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Short Term Employment Projections

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Area	Employment Projections		Change	Growth Rate %	Annual Avg Openings
	2009 2nd Qtr	2011 2nd Qtr
Washington State	997	981	-16	-0.8	20

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Employment Projections

[Top]

Area	Employment Projections		Change	% Change	Annual Avg Openings
	2008	2018
Washington State	1,035	990	-45	-4.3	24

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Training Programs

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Program Title

Accounting Technician

Educational Requirements

This occupation is in Job Zone Three: Medium Preparation Needed.
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.

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Brokerage Clerks

O*NET Characteristics

[Top]

Skills

Importance
(0-100)high

Competence Level

Active Listening

Speaking

Service Orientation

Reading Comprehension

Time Management

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Brokerage Clerks

Top 10 Tasks

Importance
(0-100)high

Correspond with customers and confer with coworkers in order to answer inquiries, discuss market fluctuations, and resolve account problems.

Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, and 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, and transfer confirmations, based on transaction requests from stockholders.

File, type, and operate standard office machines.

Monitor daily stock prices, and compute fluctuations in order to determine the need for additional collateral to secure loans.

Prepare reports summarizing daily transactions and earnings for individual customer accounts.

Compute total holdings, dividends, interest, transfer taxes, brokerage fees, and 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.

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Brokerage Clerks

Top 10 Work Activities

Importance
(0-100)high

Interacting With Computers

Communicating with Persons Outside Organization

Communicating with Supervisors, Peers, or Subordinates

Evaluating Information to Determine Compliance with Standards

Updating and Using Relevant Knowledge

Performing Administrative Activities

Processing Information

Organizing, Planning, and Prioritizing Work

Establishing and Maintaining Interpersonal Relationships

Documenting/Recording Information

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Brokerage Clerks

Top 2 Work Values

Extent
(0-100)high

Working Conditions

Support

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Brokerage Clerks

Top 2 Interests

Occupational Interest
(0-100)high

Conventional

Enterprising

Go to the O*NET online website for more information on:
Brokerage Clerks

Alternate Titles

Account Administrator, Broker Assistant, Cashier, Clerk, Client Administrator, Client Service Associate, Client Service Representative, Coupon Clerk, Dividend Clerk, Information Clerk Brokerage, Margin Analyst, Margin Clerk, OTC Clerk (Over the Counter Clerk), Operations Clerk, Portfolio Assistant, Quotation Checker, Quotation Clerk, Registered Account Administrator, Registered Sales Assistant, Sales Assistant, Securities Clerk, Stock Clerk, Telephone Quotation Clerk, Transfer Clerk

Top 15 Industries of Employment

[Top]

Industry Title

Number of Employers in State of Washington

Number Employed in Industry in 2007 in State of Washington

Percent of Total
Employment for Occupation in State of Washington

Growth Projection in State of Washington

Security & Commodity Investment Activity

370

650

0.0%

N/A%