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Brokerage Clerk Free Sample Resume - Resume Example - Free Resume Template - Resume Format - Resume Writing






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AMY SMITH
123 Main Street Atlanta, Georgia 30339
Home: (555) 555-1234, Cell: (555) 555-1235 asmith@sample~resume.com


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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