Perform clerical duties involving the purchase or sale of securities. Duties include writing orders for stock purchases and 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

Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, and certificate records. Prepare reports summarizing daily transactions and earnings for individual customer accounts. Compute total holdings, dividends, interest, transfer taxes, brokerage fees, and commissions, and allocate appropriate payments to customers. Prepare forms, such as receipts, withdrawal orders, transmittal papers, and transfer confirmations, based on transaction requests from stockholders. Correspond with customers and confer with coworkers in order to answer inquiries, discuss market fluctuations, and resolve account problems. Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. Monitor daily stock prices, and compute fluctuations in order to determine the need for additional collateral to secure loans. Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. File, type, and operate standard office machines.

Economics and Accounting -- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. 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. Mathematics -- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications

Mathematics -- Using mathematics to solve problems. Writing -- Communicating effectively in writing as appropriate for the needs of the audience. Reading Comprehension -- Understanding written sentences and paragraphs in work related documents. Speaking -- Talking to others to convey information effectively. 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.

Written Expression -- The ability to communicate information and ideas in writing so others will understand. Number Facility -- The ability to add, subtract, multiply, or divide quickly and correctly. Mathematical Reasoning -- The ability to choose the right mathematical methods or formulas to solve a problem. Oral Expression -- The ability to communicate information and ideas in speaking so others will understand. Written Comprehension -- The ability to read and understand information and ideas presented in writing. Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences. Speech Clarity -- The ability to speak clearly so others can understand you. 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.

Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources. Communicating with Persons Outside Organization -- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. Updating and Using Relevant Knowledge -- Keeping up-to-date technically and applying new knowledge to your job. Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Communicating with Supervisors, Peers, or Subordinates -- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. Evaluating Information to Determine Compliance with Standards -- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Performing Administrative Activities -- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.