Brokerage Clerks
O*NET Code: 43-4011.00
Education Level
Zone 3 - Medium Prep
Associate degree or apprenticeship
Description
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.
🗺️ Explore Your Career Path
Visualize advancement opportunities, lateral moves, and skill development roadmaps. See interactive career maps showing transition difficulty and salary progression.
💼 Also Known As
Account AdministratorBroker AssistantBrokerage AgentBrokerage AnalystBrokerage AssistantBrokerage AssociateBrokerage ClerkBrokerage CoordinatorBrokerage Operations Representative (Brokerage Operations Rep)Brokerage Operations SpecialistBrokerage Purchase-and-Sale ClerkBrokerage Service AssociateBrokerage Services SpecialistBrokerage SpecialistBusiness BrokerClient AdministratorClient AssociateClient Service AssociateClient Service RepresentativeCommodities Clerk
⚡ Skills (12)
Active Listening4/100
Speaking4/100
Reading Comprehension4/100
Time Management4/100
Critical Thinking3/100
Writing3/100
Monitoring3/100
Mathematics3/100
Active Learning3/100
Social Perceptiveness3/100
+ 2 more skills
📚 Knowledge (0)
💪 Abilities (0)
🔧 Technologies & Tools (31)
🔥Adobe Acrobat
Document management software
🔥Adobe Creative Cloud software
Graphics or photo imaging software
🔥Adobe Illustrator
Graphics or photo imaging software
🔥Adobe InDesign
Desktop publishing software
🔥Adobe Photoshop
Graphics or photo imaging software
🔥Microsoft Access
Data base user interface and query software
🔥Microsoft Dynamics
Enterprise resource planning ERP software
🔥Microsoft Excel
Spreadsheet software
🔥Microsoft Office software
Office suite software
🔥Microsoft Outlook
Electronic mail software
🔥Microsoft PowerPoint
Presentation software
🔥Microsoft SharePoint
Document management software
🔥Microsoft Word
Word processing software
🔥Oracle PeopleSoft
Enterprise resource planning ERP software
🔥Salesforce software
Customer relationship management CRM software
🔥Structured query language SQL
Data base user interface and query software
0Account management software
Accounting software
0Adobe Dreamweaver
Web page creation and editing software
0Bloomberg Professional
Financial analysis software
0Customer relationship management CRM software
Customer relationship management CRM software
0HEAT Software GoldMine
Customer relationship management CRM software
0Instant messaging software
Instant messaging software
0Microsoft Visual FoxPro
Object oriented data base management software
0Online trading software
Desktop communications software
0Royal Alliance VISION2020 Core
Customer relationship management CRM software
0Scheduling software
Calendar and scheduling software
0Spreadsheet software
Spreadsheet software
0Transaction processing software
Data base user interface and query software
0Web browser software
Internet browser software
0WiredRed Software e/pop Basic
Desktop communications software
0Word processing software
Word processing software
🔄 Career Transition Paths
Occupations with similar skills and natural career progression opportunities
Sales Managers
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Financial Managers
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Management Analysts
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Accountants and Auditors
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Financial and Investment Analysts
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Personal Financial Advisors
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Loan Officers
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Business Intelligence Analysts
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Securities, Commodities, and Financial Services Sales Agents
Salary: $50,000
Education: Zone 4 - High Prep(↑1 level)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Salary: $50,000
Education: Zone 2 - Some Prep(↓1 level)
📊 Skills Comparison
Brokerage Clerks → Loan Officers
Transition Difficulty: Easy (92% skill overlap)
✅ Transferable Skills (11)
Skills you already have that transfer to the new role
Active Listening
Current: 4Target: 4
→
Speaking
Current: 4Target: 4
→
Reading Comprehension
Current: 4Target: 4
→
Judgment and Decision Making
Current: 3Target: 4
→
Critical Thinking
Current: 3Target: 4
→
Writing
Current: 3Target: 3
→
Mathematics
Current: 3Target: 3
→
Social Perceptiveness
Current: 3Target: 3
→
Active Learning
Current: 3Target: 3
→
Time Management
Current: 4Target: 3
→
Service Orientation
Current: 3Target: 3
→