Brokerage Clerks
Office and Administrative Support
Writes up purchases, sales, conversions, redemptions, and dividend payments for securities accounts, using computers, ledgers, or certificate records, and may compute transfer taxes or equity as prices move. Customers and coworkers call or write about market changes and account problems, so explanations sit next to the record-keeping. The same desk prepares receipts, withdrawal orders, and transfer confirmations, plus ordinary office work such as answering phones, filing, typing, and distributing mail. It suits people who like practical math, careful documentation, and keeping many timed tasks in order.
Typical education: Bachelor’s Degree (4-year)
Annual Median Wage in Field (2025)
$65'750
Median Wage Market Position
$65'750
What you might do
- Write buy and sell orders for stocks
- Record purchases, sales, and security redemptions
- Prepare transfer papers and trade confirmations
- Answer questions about accounts and price swings
- Figure transfer taxes and track dividend payouts
- Accept and deliver securities for customers
Skills that matter
- Writing orders for stock purchases or sales
- Computing transfer taxes and equity
- Daily records of transactions and holdings
- Forms for receipts, withdrawals, and transfers
- Answering customer questions about accounts and markets
- Verifying completed stock transactions
AI & the future of this role
Trade confirmations, tax computations, and holdings records are structured digital tasks that systems already process at scale. AI may further automate verification and reporting, while complex settlement issues and regulatory checks still tend to need careful human review.
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Includes O*NET® 30.3 Database information by USDOL/ETA under CC BY 4.0; modified by LostInCareer. Wage/outlook from BLS. Attribution details