According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. | 91% |
| Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. | 86% |
| File, type, or operate standard office machines. | 81% |
| Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. | 80% |
| Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. | 80% |
| Perform clerical tasks, such as answering phones or distributing mail. | 80% |
| Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. | 77% |
| Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. | 76% |
| Prepare reports summarizing daily transactions and earnings for individual customer accounts. | 73% |
| Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. | 69% |
