Professional brokerage clerks handle a high volume of duties that relate to the buying, holding and selling of securities. They handle stock orders while also managing various tax issues and tracking market fluctuations.
When creating a professional brokerage clerk job description template, there are a number of important issues that should be made clear. You’ll want applicants to have a strong grasp of both mathematics and economics. You should also point out that computer literacy is vital in this type of work, and knowledge of particular software and programs is a huge plus.
While brokerage clerks spend plenty of time crunching numbers and analyzing the market, these workers also have to have strong communication skills and enjoy working as part of a team. Use the brokerage clerk job description template below to get a better idea of how you can accurately define the position you’re hiring for.
Brokerage Clerk Job Summary
We’re looking for someone who is smart, driven and has an insatiable interest in the stock market to come on as our new brokerage clerk. If you can’t stop reading about market trends and have a knack for analyzing securities and investment strategies, this is a great job for you. You’ll work directly with our clients and other key personnel, helping us make customers happy and forge new relationships that will allow our firm to flourish. You’ll be on the ground floor of a growing company and take part in a number of exciting and important decisions. This position offers plenty of opportunity for growth, as well as excellent base pay and great incentives.
- Address inquiry emails and calls from potential customers and enter relevant information into CRM database
- Follow up on leads established by yourself and other coworkers, and note any change in client status after communication
- Keep extremely detailed records of all trading transactions, including purchases, sales and any other updates in holdings
- Input ledgers and notes into the company database and update all outdated information relating to clients, contacts and existing accounts
- Collect data that can be used by colleagues to inform future decisions, and then track and record any adjustments related to that analysis
- Prepare and deliver documentation such as receipts, withdrawal forms and transfer confirmations, and then update client statuses as necessary
- Maintain office equipment and replenish supplies such as pens, envelopes, printer paper and toner when needed
- Organize financial records for tax purposes, making sure all documents are kept in the appropriate section and properly categorized
Job Skills & Qualifications
- High school diploma or equivalent
- Minimum two years of on-the-job training
- Superior organization and notation skills
- Strong computing skills
- Good written and oral communication skills
- Energetic and proactive
- Strong customer service skills
Once you’ve penned the perfect brokerage clerk job description template, you need to be sure it gets in front of the best possible candidates. There are certain locations where physical postings can help, such as universities and job fairs, but using the web is probably the most effective way to engage with potential clerks. Consider how your company’s social media can be used to help your cause, as well as any email marketing that is already part of your business practice.
Online job boards are also extremely handy, and it’s worth trying as many as possible. To that end, MightyRecruiter provides a very helpful service, allowing you to send free job postings to hundreds of digital job boards that already experience high user volume.
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