What it pays
Government survey numbers — not estimates, not ads.
Half of all Brokerage Clerks in the U.S. earn more than $65,750 a year — the middle 80% land between $50,260 and $102,010. About 35,940 people in the U.S. do this work. Figures are for the U.S. occupation group “Brokerage Clerks”. (U.S. Bureau of Labor Statistics survey, published 2025.) In India, Clerical support workers earn about ₹24,252 a month on average — around ₹2.9 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
$65,750typical pay / year
35,940people in this work
$102,010+top 10% earn
₹2.9 lakha year in India (family avg)
Think you get this job?Six quick questions on how it really works — with a hint and the reason behind every answer.
Test yourself →The work, task by task
These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.
Keeping the record2
Monitor daily stock prices
+Monitor the equity tickers we cover from market open to close, flag any stock that moves more than 3%…
Monitor daily stock prices
+Monitor the equity tickers we cover from market open to close, flag any stock that moves more than 3% intraday or hits our watchlist price, record end-of-day prices and volumes in the master ledger, and alert James if anything unexplained appears.
The tools that do the workMicrosoft Exceljob descriptionsO*NET
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Record and document security activities
+Compile the security activity log for the day: list all trades, transfers, corporate actions and margin…
Record and document security activities
+Compile the security activity log for the day: list all trades, transfers, corporate actions and margin events, attach trade confirmations, note any exceptions with supporting notes, save the signed log to the compliance folder and send the exception list to Oliver.
The tools that do the workMicrosoft WordMicrosoft SharePointjob descriptionsO*NET
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Sending & sharing1
Distribute dividends to clients
+Process the monthly dividend runs: confirm ex‑date and amounts against custodian paysheet, prepare client…
Distribute dividends to clients
+Process the monthly dividend runs: confirm ex‑date and amounts against custodian paysheet, prepare client payment entries, queue electronic transfers for Thursday morning, and send a reconciled dividend advice to affected clients and to Maria in reconciliations.
The tools that do the workMicrosoft ExcelMicrosoft Outlookjob descriptionsO*NET
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Move2
Schedule transfer and delivery of securities
+Schedule the transfer and delivery of settled securities: check settlement dates, create transfer…
Schedule transfer and delivery of securities
+Schedule the transfer and delivery of settled securities: check settlement dates, create transfer instructions for custodial release on Monday, confirm delivery addresses and settlement parties, book courier or electronic delivery, and update the transfer tracker for Rachel.
The tools that do the workMicrosoft Exceljob descriptionsO*NET
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Answer phones and handle clerical tasks
+Pick up the ringing lines, log caller name, client ID and reason, route trade or account queries to the desk…
Answer phones and handle clerical tasks
+Pick up the ringing lines, log caller name, client ID and reason, route trade or account queries to the desk with priority codes, open service tickets for paperwork requests, and update the daily call log so supervisors can audit response times.
The tools that do the workMicrosoft OutlookMicrosoft Exceljob descriptionsO*NET
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Learning1
Answer questions from clients and coworkers
+Answer client and desk queries: verify identity, resolve balance and trade status questions, escalate…
Answer questions from clients and coworkers
+Answer client and desk queries: verify identity, resolve balance and trade status questions, escalate compliance or settlement issues to Priya with full notes, and log each interaction in the client enquiry register before close of day.
The tools that do the workMicrosoft OutlookMicrosoft Exceljob descriptionsO*NET
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The daily work14
Customer service
+Answer the client query about their trade confirmation, attach the executed trade note and cash breakdown,…
Customer service
+Answer the client query about their trade confirmation, attach the executed trade note and cash breakdown, confirm settlement date T+2, note any charges, and reply to Jane Patel in operations and cc the client by 4pm today.
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Financial markets
+Prepare a one-page market brief showing today's FX moves and relevant desk limits, calculate P&L impact on…
Financial markets
+Prepare a one-page market brief showing today's FX moves and relevant desk limits, calculate P&L impact on the client's positions, flag any margin calls, and circulate to Mark Reynolds and the trading desk before market close.
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File, type, or operate standard office machines.
+Run the daily paperwork queue: scan the trade confirmations, index each by account number and trade date,…
File, type, or operate standard office machines.
+Run the daily paperwork queue: scan the trade confirmations, index each by account number and trade date, file the PDFs into the client record folder, and flag any missing signatures for my review before noon.
The tools that do the workMicrosoft OutlookMicrosoft Wordjob descriptionsO*NET
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Verify stock transactions
+Check the day's equity trades against the broker confirmation list: confirm symbol, size, price, and…
Verify stock transactions
+Check the day's equity trades against the broker confirmation list: confirm symbol, size, price, and settlement date for each trade, mark any mismatches, and prepare a short exception list to send to Priya in operations by 10:30.
The tools that do the workMicrosoft Exceljob descriptions
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Compute transfer taxes and brokerage fees
+Calculate transfer taxes and brokerage fees for the block trade: apply the state transfer tax rates and the…
Compute transfer taxes and brokerage fees
+Calculate transfer taxes and brokerage fees for the block trade: apply the state transfer tax rates and the tiered commission schedule, total taxes and fees per account, and produce a one-page fee breakdown to attach to the settlement packet by 4pm.
The tools that do the workMicrosoft Exceljob descriptions
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Discuss market fluctuations with clients
+Call the client on the listed numbers and explain yesterday's market swings: describe which positions lost…
Discuss market fluctuations with clients
+Call the client on the listed numbers and explain yesterday's market swings: describe which positions lost value, why the sector moved, outline our recommended next steps, and note their response and any instructions in the CRM note.
The tools that do the workMicrosoft OutlookMicrosoft Wordjob descriptions
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Resolve account problems
+Investigate the account discrepancy flagged in account 44322: pull the last seven trade tickets, compare cash…
Resolve account problems
+Investigate the account discrepancy flagged in account 44322: pull the last seven trade tickets, compare cash movements to the ledger, identify whether it's a booking error or missing settlement, correct the ledger entry if confirmed, and email the corrected statement to the client by end of day.
The tools that do the workMicrosoft ExcelMicrosoft Outlookjob descriptions
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Prepare daily and weekly transaction reports
+Produce the daily and weekly transaction reports: aggregate trades by desk and by account for today and the…
Prepare daily and weekly transaction reports
+Produce the daily and weekly transaction reports: aggregate trades by desk and by account for today and the last five trading days, verify totals against the clearing feed, export a printable summary with totals and anomalies, and circulate to James and the desk by 7am Monday.
The tools that do the workMicrosoft ExcelMicrosoft SharePointjob descriptions
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Maintain compliance with regulations
+Review the trade blotter and compliance checklist for this week, flag any trades missing client declarations…
Maintain compliance with regulations
+Review the trade blotter and compliance checklist for this week, flag any trades missing client declarations or suspicious timestamps, attach supporting confirmations, and prepare a compliance memo for compliance manager Sarah to sign by Friday noon.
The tools that do the workMicrosoft ExcelMicrosoft Outlookjob descriptions
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Verify ownership and transaction details
+Match the client account statements against the executed trade tickets for Latin American equities from July…
Verify ownership and transaction details
+Match the client account statements against the executed trade tickets for Latin American equities from July 12 to July 16, note any mismatched ownership or quantities, include the clearing reference numbers, and send the discrepancy list to settlement lead Mark by 10:00 this morning.
The tools that do the workMicrosoft ExcelMicrosoft Outlookjob descriptions
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Manage the clearing and settling of trades
+Reconcile yesterday's matched trades with the clearinghouse reports, update the settlement status to…
Manage the clearing and settling of trades
+Reconcile yesterday's matched trades with the clearinghouse reports, update the settlement status to delivered, note any failed legs with reason codes, and escalate unresolved fails over 24 hours to operations manager Jenna by 16:00.
The tools that do the workMicrosoft ExcelMicrosoft SharePointESCO
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Maintain records of financial transactions
+Update the master ledger with all executed FX and equity trades from the last three days, reconcile totals…
Maintain records of financial transactions
+Update the master ledger with all executed FX and equity trades from the last three days, reconcile totals against the bank statements, flag any missing confirmations, and save the signed ledger copy to the shared records before close of business today.
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Handle financial transactions
+Process client withdrawal and settlement instructions for two institutional accounts, verify available cash…
Handle financial transactions
+Process client withdrawal and settlement instructions for two institutional accounts, verify available cash and authorization, execute the transfers, and upload payment receipts to the client folder and notify account managers Carla and Omar when complete.
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Manage administrative systems
+Audit the administrative systems for access privileges: list all users with trade entry rights, remove…
Manage administrative systems
+Audit the administrative systems for access privileges: list all users with trade entry rights, remove expired contracts, document changes in the admin log, and send the updated access report to IT security and head of operations by end of day.
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Says who?
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Activities this job lives in
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Shared with other careers — the same record means something different in each.
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The LLOS Work Atlas is the world's largest evidenced task library — a map of human work, with a ready prompt behind every task. 1,774 careers · every task named by the sources that witnessed it — O*NET, ESCO, real job descriptions, Wikipedia — and the deepest tasks by several at once. And it is honest about limits: where AI cannot help, the map says so.
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses
Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses