How to become a brokerage clerk

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.

Steps to get there

Most employers expect 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.

What brokerage clerks do

• 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.
• Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.

Skills that matter most

• Active Listening
• Speaking
• Reading Comprehension
• Critical Thinking
• Writing
• Monitoring
• Mathematics
• Active Learning

Is brokerage clerk a good career?

On the numbers, this job pays above the typical job. Median pay is 29% above the all-occupation median. Whether it fits you depends on the work itself, the schooling you are willing to do and where you want to live.

Where it pays most

• New York $78,930
• Vermont $78,200
• California $77,960
• Connecticut $75,330
• New Jersey $74,830

Brokerage Clerks salary by state and city

Sources: O*NET® 31.0 (CC BY 4.0, USDOL/ETA) and BLS Employment Projections 2025–35. Pay: BLS OEWS May 2025.