What skills should a Brokerage Clerk put on a resume?

O*NET rates Active Listening, Speaking, Reading Comprehension, Time Management, and Critical Thinking among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.

What software should a Brokerage Clerk list?

Software recorded for this occupation includes Account management software, Adobe Acrobat, Adobe Creative Cloud software, Adobe Dreamweaver, and Adobe Illustrator. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.

What other job titles cover Brokerage Clerk work?

O*NET records 40 titles for this occupation, including Registered Sales Assistant, Sales Assistant, Sales Trader, and Trading Assistant. Searching only your own job title hides most of the openings you could apply to.

What qualifications does a Brokerage Clerk need?

In O*NET's survey of people doing this job, 38% reported their level of education as "Bachelor's Degree". That is what current postholders reported, not a requirement any single employer sets.

Will this resume pass an ATS for a Brokerage Clerk role?

No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Brokerage Clerk resume example

A resume for a Brokerage Clerk needs to show the work itself: perform duties related to the purchase, sale, or holding of securities. Day to day that means work like this: 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. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

Registered Sales Assistant
Sales Assistant
Sales Trader
Trading Assistant
Account Administrator
Client Associate
Client Service Associate
Operations Clerk
Operations Coordinator
Registered Account Administrator
Brokerage Operations Rep
OTC Clerk
Broker Assistant
Brokerage Agent
Brokerage Analyst
Brokerage Assistant
Brokerage Associate
Brokerage Coordinator

O*NET records 40 titles for this occupation in total.

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

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.
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.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Monitor daily stock prices and compute fluctuations 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.
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.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems, for [who or what it served], at [what volume].
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records, for [who or what it served], at [what volume].
File, type, or operate standard office machines, for [who or what it served], at [what volume].
Perform clerical tasks, such as answering phones or distributing mail, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

Account management software
Adobe Acrobat
Adobe Creative Cloud software
Adobe Dreamweaver
Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Bloomberg Professional
Customer relationship management CRM software
HEAT Software GoldMine
Instant messaging software
Microsoft Access
Microsoft Dynamics
Microsoft Excel

31 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

10-key calculators
Desktop computers
Multi-line telephone systems
Personal computers

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

01Active Listening
02Speaking
03Reading Comprehension
04Time Management
05Critical Thinking
06Monitoring
07Writing
08Active Learning
09Judgment and Decision Making
10Mathematics

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

English Language
Customer and Personal Service
Mathematics
Computers and Electronics
Economics and Accounting
Administrative

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

38%Bachelor's Degree
29%High School Diploma, or the equivalent
20%Some College Courses

What level this role is pitched at

O*NET places this occupation in “Medium Preparation Needed”. Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

Common questions

What does a Brokerage Clerk do?: Perform duties related to the purchase, sale, or holding of securities. Day to day that includes work like correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems and Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
What skills should a Brokerage Clerk put on a resume?: O*NET rates Active Listening, Speaking, Reading Comprehension, Time Management, and Critical Thinking among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a Brokerage Clerk list?: Software recorded for this occupation includes Account management software, Adobe Acrobat, Adobe Creative Cloud software, Adobe Dreamweaver, and Adobe Illustrator. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover Brokerage Clerk work?: O*NET records 40 titles for this occupation, including Registered Sales Assistant, Sales Assistant, Sales Trader, and Trading Assistant. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a Brokerage Clerk need?: In O*NET's survey of people doing this job, 38% reported their level of education as "Bachelor's Degree". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a Brokerage Clerk role?: No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.