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.
- Account Administrator
- Client Associate
- Client Service Associate
- Operations Clerk
- Operations Coordinator
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- Registered Account Administrator
- Registered Sales Assistant
- Sales Assistant
- Sales Trader
- Trading Assistant
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41-3031.00 |
Securities, Commodities, and Financial Services Sales Agents
Bright Outlook
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41-3091.00 |
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
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43-3011.00 |
Bill and Account Collectors |
43-3021.00 |
Billing and Posting Clerks |
43-3031.00 |
Bookkeeping, Accounting, and Auditing Clerks
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43-3071.00 |
Tellers |
43-4041.00 |
Credit Authorizers, Checkers, and Clerks |
43-4051.00 |
Customer Service Representatives
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43-4131.00 |
Loan Interviewers and Clerks |
43-4141.00 |
New Accounts Clerks |
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- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- 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.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
 All 10 displayed
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- 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.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
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- Answer telephones to direct calls or provide information.
- Calculate financial data.
- Confer with coworkers to coordinate work activities.
- Coordinate operational activities.
- Distribute incoming mail.
 All 12 displayed
- Answer telephones to direct calls or provide information.
- Calculate financial data.
- Confer with coworkers to coordinate work activities.
- Coordinate operational activities.
- Distribute incoming mail.
- File documents or records.
- Monitor financial information.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Prepare research or technical reports.
- Respond to customer problems or complaints.
- Schedule operational activities.
- Verify accuracy of financial or transactional data.
- Comptroller (Navy - Commissioned or Warrant Officer)
- Financial Management (Air Force - Commissioned Officer only)
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- Financial Management Officer (Marine Corps - Commissioned Officer only)
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No information available.
- Brokerage Clerk I
- Brokerage Clerk II
- Dividend Clerk
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- Margin Clerk II
- Securities Clerk
- Transfer Clerk
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