Occupational Profile & What They Do

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.

Alternative Tech Titles

Daily Duties & Technical Responsibilities

• 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.

Core Technology, Languages & Tools

Skills, Knowledge & Engineering Competencies

• Skills (3)
• Knowledge (5)
• Abilities (6)

Salary Expectations

Related Tech Pathways

• Bookkeeping, Accounting, & Auditing Clerks
• Customer Service Representatives
• New Accounts Clerks
• Securities, Commodities, & Financial Services Sales Agents
• Tellers

Technical Terms