CompGeo Salary Survey Benchmark Job Summary and Competencies

Brokerage Clerks

The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Summary Job Description Tasks
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. Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
 
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
 
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
 
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
 
File, type, or operate standard office machines.
 
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
 
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
 
Prepare reports summarizing daily transactions and earnings for individual customer accounts.
 
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Important Knowledge Competencies Competency Description
Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
 
Clerical Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
 
Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 
English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Important Skill Competencies Competency Description
Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
 
Reading Comprehension Understanding written sentences and paragraphs in work related documents.
 
Speaking Talking to others to convey information effectively.
 
Time Management Managing one's own time and the time of others.
 
Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
 
Writing Communicating effectively in writing as appropriate for the needs of the audience.
 
Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
 
Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.
 
Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
 
Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
 
Service Orientation Actively looking for ways to help people.
 
Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
 
Mathematics Using mathematics to solve problems.
 
Coordination Adjusting actions in relation to others' actions.
 
Learning Strategies Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
 
Instructing Teaching others how to do something.
 
Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
 
Negotiation Bringing others together and trying to reconcile differences.
 
Management of Personnel Resources Motivating, developing, and directing people as they work, identifying the best people for the job.
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Important Ability Competencies Competency Description
Written Comprehension The ability to read and understand information and ideas presented in writing.
 
Speech Clarity The ability to speak clearly so others can understand you.
 
Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences.
 
Near Vision The ability to see details at close range (within a few feet of the observer).
 
Oral Expression The ability to communicate information and ideas in speaking so others will understand.
 
Written Expression The ability to communicate information and ideas in writing so others will understand.
 
Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
 
Speech Recognition The ability to identify and understand the speech of another person.
 
Information Ordering The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
 
Deductive Reasoning The ability to apply general rules to specific problems to produce answers that make sense.
 
Inductive Reasoning The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
 
Selective Attention The ability to concentrate on a task over a period of time without being distracted.
 
Mathematical Reasoning The ability to choose the right mathematical methods or formulas to solve a problem.
 
Number Facility The ability to add, subtract, multiply, or divide quickly and correctly.
 
Finger Dexterity The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
 
Flexibility of Closure The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
 
Perceptual Speed The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
 
Category Flexibility The ability to generate or use different sets of rules for combining or grouping things in different ways.
 
Time Sharing The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
 
Far Vision The ability to see details at a distance.
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Tools/Technology Example Product Category
Account management software Accounting software
 
Bloomberg Professional Financial analysis software
 
Data entry software Data base user interface and query software
 
FrontRange Solutions Goldmine software Customer relationship management CRM software
 
Instant messaging software Instant messaging software
 
Microsoft Excel Spreadsheet software
 
Microsoft Office software Office suite software
 
Microsoft Outlook Electronic mail software
 
Microsoft PowerPoint Presentation software
 
Microsoft Word Word processing software
 
Online trading software Desktop communications software
 
Royal Alliance VISION2020 Core Customer relationship management CRM software
 
Scheduling software Calendar and scheduling software
 
Spreadsheet software Spreadsheet software
 
Transaction processing software Data base user interface and query software
 
Web browser software Internet browser software
 
WiredRed Software e/pop Basic Desktop communications software
 
10-key calculators Calculators or accessories
 
Desktop computers Desktop computers
 
Multi-line telephone systems Special purpose telephones
 
Personal computers Personal computers
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Prerequisite Qualification Category Education and Experience Level
Related Work Experience Over 1 year, up to and including 2 years
 
Required Level of Education Bachelor's Degree
 
Required Level of Education Some College Courses
 
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
Alternate Job Title(s)
Account Administrator
Broker Assistant
Brokerage Purchase-and-Sale Clerk
Cashier
Clerk
Client Administrator
Client Service Associate
Client Service Representative
Commodities Clerk
Coupon Clerk
Dividend Clerk
Information Clerk Brokerage
Margin Analyst
Margin Clerk
OTC Clerk (Over the Counter Clerk)
Operations Clerk
Portfolio Assistant
Quotation Checker
Quotation Clerk
Registered Account Administrator
Registered Sales Assistant
Sales Assistant
Securities Clerk
Stock Clerk
Telephone Quotation Clerk
Transfer Clerk
 
CompGeo Occupation Group: Insurance
Job Family: Insurance Claims
Benchmark Title: Brokerage Clerks
 
 
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