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TASK
Brokerage Clerks
ID
work_office_admin/brokerage_clerks
Type
TASK
Children
10
Child Nodes (10)
ATOMIC
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
ATOMIC
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
ATOMIC
File, type, or operate standard office machines.
ATOMIC
Perform clerical tasks, such as answering phones or distributing mail.
ATOMIC
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
ATOMIC
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
ATOMIC
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
ATOMIC
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
ATOMIC
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
ATOMIC