Securities Trading & Records Specialist

Course Advisor, Inc.; United States; On-site; USD 35,000 - 77,000; Full time

Job summary

Course Advisor is looking for a Brokerage Clerk to perform tasks related to the purchase, sale, and holding of securities. Responsibilities include verifying transactions, monitoring stock prices, and preparing reports for customer accounts. The role requires strong attention to detail and effective communication skills. With around 60,400 jobs in the U.S. and expected growth, this position offers great career opportunities. The average yearly salary ranges from $34,670 to $76,550 depending on location and experience.

Qualifications

• Giving full attention to what others are saying and asking questions as appropriate.
• Talking to others to convey information effectively.
• Understanding written sentences and paragraphs in work-related documents.
• Managing one's own time and the time of others.
• Using logic and reasoning to identify alternative solutions.
• Communicating effectively in writing.

Responsibilities

• Compute total holdings, dividends, interest, and allocate appropriate payments.
• File, type, or operate standard office machines.
• Monitor daily stock prices and compute fluctuations.
• Verify ownership and transaction information for compliance.
• Prepare reports summarizing daily transactions.

Skills

Active Listening

Speaking

Reading Comprehension

Time Management

Critical Thinking

Writing

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Data entry software

Structured query language SQL

Job description

Course Advisor is looking for a Brokerage Clerk to perform tasks related to the purchase, sale, and holding of securities. Responsibilities include verifying transactions, monitoring stock prices, and preparing reports for customer accounts. The role requires strong attention to detail and effective communication skills. With around 60,400 jobs in the U.S. and expected growth, this position offers great career opportunities. The average yearly salary ranges from $34,670 to $76,550 depending on location and experience.