AMY SMITH
123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
asmith@sample~resume.com
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Objective: Seek the Position of Brokerage Clerk
SUMMARY: Immensely talented creative and reliable Brokerage Clerk with more than four years experience performing clerical duties involving the purchase or sale of securities.
Summary of Qualifications
Excellent ability to communicate effectively with coworkers to obtain current financial information.
Profound computer knowledge, including word processing and spreadsheet programs.
Profound organizational skill.
Excellent detail oriented.
Excellent interpersonal skills.
Proven honesty and trustworthiness.
Immense knowledge of the methods and principles of ensuring customers are satisfied.
Exceptional ability to provide top class clerical and administrative service.
Professional Experience
Bank of Commerce Inc., Minneapolis 2002 - Present
Brokerage Clerk
Correspond with customers and confer with coworkers in order to answer inquiries, discuss market fluctuations, and resolve account problems.
Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, and certificate records.
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, and transfer confirmations, based on transaction requests from stockholders.
File, type, and operate standard office machines.
Monitor daily stock prices, and compute fluctuations in order to determine the need for additional collateral to secure loans.
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, and commissions, and allocate appropriate payments to customers.
Prepare reports summarizing daily transactions and earnings for individual customer accounts.
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
Education
Bachelor's Degree in Finance University of New York (2002)
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