__ Conventional Occupations: Brokerage Clerks
information to answer general questions as well as
those related to specifi c accounts. Reconcile or note
and report discrepancies found in records. Perform
fi nancial calculations such as amounts due, inter-
est charges, balances, discounts, equity, and prin-
cipal. Perform general offi ce duties such as fi ling,
answering telephones, and handling routine corre-
spondence. Prepare bank deposits by compiling data
from cashiers; verifying and balancing receipts; and
sending cash, checks, or other forms of payment to
banks. Receive, record, and bank cash, checks, and
vouchers. Calculate and prepare checks for utilities,
taxes, and other payments. Compare computer print-
outs to manually maintained journals to determine if
they match. Reconcile records of bank transactions.
Prepare trial balances of books. Monitor status of
loans and accounts to ensure that payments are up to
date. Transfer details from separate journals to gen-
eral ledgers or data-processing sheets. Compile bud-
get data and documents based on estimated revenues
and expenses and previous budgets. Calculate costs
of materials, overhead, and other expenses, based on
estimates, quotations, and price lists.
GOE—Interest Area/Cluster: 04. Business and
Administration. Work Group: 04.06. Mathematical
Clerical Support. Other Jobs in " is Work Group:
Billing and Posting Clerks and Machine Operators;
Billing, Cost, and Rate Clerks; Brokerage Clerks;
Payroll and Timekeeping Clerks; Statement Clerks;
Tax Preparers.
Skills: Management of Financial Resources; Mathe-
matics; Time Management.
Education and Training Programs: Account-
ing Technology/Technician and Bookkeeping;
Accounting and Related Services, Other. Related
Knowledge/Courses: Clerical Practices; Econom-
ics and Accounting; Mathematics; Computers and
Electronics.
Work Env ironment : Indoors; sitting; repetitive
motions.
Brokerage Clerks
! Personality Code: CE
! Education/Training Required: Moderate-
term on-the-job training
! Annual Earnings: $37,360
! Beginning Wage: $25,710
! Earnings Growth Potential: Low
! Growth: 20.0%
! Annual Job Openings: 10,826
! Self-Employed: 0.0%
! Part-Time: 19.4%Perform clerical duties involving the purchase or
sale of securities. Duties include writing orders
for stock purchases and sales, computing trans-
fer taxes, verifying stock transactions, accept-
ing and delivering securities, tracking stock price
fl uctuations, computing equity, distributing divi-
dends, and keeping records of daily transactions
and holdings. Correspond with customers and con-
fer with co-workers to answer inquiries, discuss
market fl uctuations, and resolve account problems.
Record and document security transactions, such as
purchases, sales, conversions, redemptions, and pay-
ments, using computers, accounting ledgers, and cer-
tifi cate records. Schedule and coordinate transfer and
delivery of security certifi cates between companies,
departments, and customers. Prepare forms, such as
receipts, withdrawal orders, transmittal papers, and
transfer confi rmations, based on transaction requests
from stockholders. File, type, and operate standard
offi ce machines. Monitor daily stock prices and com-
pute fl uctuations to determine the need for additional
collateral to secure loans. Prepare reports summariz-
ing daily transactions and earnings for individual cus-
tomer accounts. Compute total holdings, dividends,
interest, transfer taxes, brokerage fees, and commis-
sions and allocate appropriate payments to custom-
ers. Verify ownership and transaction information
and dividend distribution instructions to ensure con-
formance with governmental regulations, using stock
records and reports.Conventional–
B