{
  "entityType": "role",
  "schemaVersion": "role.v1",
  "slug": "role-43-4011-00",
  "socCode": "43-4011.00",
  "title": "Brokerage Clerks",
  "summary": "Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.",
  "aliases": [
    "Registered Sales Assistant",
    "Sales Assistant",
    "Sales Trader",
    "Trading Assistant",
    "Account Administrator",
    "Client Associate",
    "Client Service Associate",
    "Operations Clerk",
    "Operations Coordinator",
    "Registered Account Administrator",
    "Broker Assistant",
    "Broker Associate"
  ],
  "tasks": [
    {
      "text": "Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.",
      "type": "Core",
      "iwa": "4.A.4.a.2.c"
    },
    {
      "text": "Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.",
      "type": "Core",
      "iwa": "4.A.3.b.6.m"
    },
    {
      "text": "File, type, or operate standard office machines.",
      "type": "Core",
      "iwa": "4.A.4.c.1.a"
    },
    {
      "text": "Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.",
      "type": "Supplemental",
      "iwa": "4.A.2.b.5.b"
    },
    {
      "text": "Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.",
      "type": "Supplemental",
      "iwa": "4.A.1.a.2.c"
    },
    {
      "text": "Perform clerical tasks, such as answering phones or distributing mail.",
      "type": "Core",
      "iwa": "4.A.4.a.3.c"
    },
    {
      "text": "Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.",
      "type": "Supplemental",
      "iwa": "4.A.2.a.2.a"
    },
    {
      "text": "Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.",
      "type": "Supplemental",
      "iwa": "4.A.1.b.3.c"
    },
    {
      "text": "Prepare reports summarizing daily transactions and earnings for individual customer accounts.",
      "type": "Supplemental",
      "iwa": "4.A.3.b.6.c"
    },
    {
      "text": "Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.",
      "type": "Core",
      "iwa": "4.A.3.b.6.m"
    }
  ],
  "emergingTasks": [],
  "activities": [
    {
      "name": "Prepare documentation for contracts, transactions, or regulatory compliance.",
      "iwa": "4.A.3.b.6.m"
    },
    {
      "name": "Answer telephones to direct calls or provide information.",
      "iwa": "4.A.4.a.3.c"
    },
    {
      "name": "Distribute incoming mail.",
      "iwa": "4.A.4.c.3.c"
    },
    {
      "name": "Confer with coworkers to coordinate work activities.",
      "iwa": "4.A.4.a.2.c"
    },
    {
      "name": "Respond to customer problems or complaints.",
      "iwa": "4.A.4.a.8.c"
    },
    {
      "name": "Schedule operational activities.",
      "iwa": "4.A.2.b.5.b"
    },
    {
      "name": "Coordinate operational activities.",
      "iwa": "4.A.4.b.4.j"
    },
    {
      "name": "File documents or records.",
      "iwa": "4.A.4.c.1.a"
    },
    {
      "name": "Monitor financial information.",
      "iwa": "4.A.1.a.2.c"
    },
    {
      "name": "Calculate financial data.",
      "iwa": "4.A.1.b.3.c"
    },
    {
      "name": "Prepare research or technical reports.",
      "iwa": "4.A.3.b.6.c"
    },
    {
      "name": "Verify accuracy of financial or transactional data.",
      "iwa": "4.A.2.a.2.a"
    }
  ],
  "capabilities": [
    {
      "name": "English Language",
      "family": "knowledge",
      "value": 4.09
    },
    {
      "name": "Oral Comprehension",
      "family": "ability",
      "value": 4
    },
    {
      "name": "Active Listening",
      "family": "essential_skill",
      "value": 3.88
    },
    {
      "name": "Speaking",
      "family": "essential_skill",
      "value": 3.88
    },
    {
      "name": "Oral Expression",
      "family": "ability",
      "value": 3.88
    },
    {
      "name": "Customer and Personal Service",
      "family": "knowledge",
      "value": 3.82
    },
    {
      "name": "Reading Comprehension",
      "family": "essential_skill",
      "value": 3.75
    },
    {
      "name": "Written Comprehension",
      "family": "ability",
      "value": 3.75
    },
    {
      "name": "Near Vision",
      "family": "ability",
      "value": 3.75
    },
    {
      "name": "Written Expression",
      "family": "ability",
      "value": 3.62
    },
    {
      "name": "Speech Recognition",
      "family": "ability",
      "value": 3.62
    },
    {
      "name": "Speech Clarity",
      "family": "ability",
      "value": 3.62
    },
    {
      "name": "Mathematics",
      "family": "knowledge",
      "value": 3.52
    },
    {
      "name": "Time Management",
      "family": "transferable_skill",
      "value": 3.5
    },
    {
      "name": "Information Ordering",
      "family": "ability",
      "value": 3.5
    },
    {
      "name": "Critical Thinking",
      "family": "essential_skill",
      "value": 3.38
    },
    {
      "name": "Problem Sensitivity",
      "family": "ability",
      "value": 3.38
    },
    {
      "name": "Computers and Electronics",
      "family": "knowledge",
      "value": 3.32
    },
    {
      "name": "Deductive Reasoning",
      "family": "ability",
      "value": 3.25
    },
    {
      "name": "Economics and Accounting",
      "family": "knowledge",
      "value": 3.2
    },
    {
      "name": "Writing",
      "family": "essential_skill",
      "value": 3.12
    },
    {
      "name": "Monitoring",
      "family": "essential_skill",
      "value": 3.12
    },
    {
      "name": "Inductive Reasoning",
      "family": "ability",
      "value": 3.12
    },
    {
      "name": "Mathematical Reasoning",
      "family": "ability",
      "value": 3.12
    },
    {
      "name": "Number Facility",
      "family": "ability",
      "value": 3.12
    },
    {
      "name": "Selective Attention",
      "family": "ability",
      "value": 3.12
    },
    {
      "name": "Administrative",
      "family": "knowledge",
      "value": 3.07
    },
    {
      "name": "Mathematics",
      "family": "essential_skill",
      "value": 3
    },
    {
      "name": "Active Learning",
      "family": "essential_skill",
      "value": 3
    },
    {
      "name": "Social Perceptiveness",
      "family": "transferable_skill",
      "value": 3
    },
    {
      "name": "Service Orientation",
      "family": "transferable_skill",
      "value": 3
    },
    {
      "name": "Judgment and Decision Making",
      "family": "transferable_skill",
      "value": 3
    },
    {
      "name": "Coordination",
      "family": "transferable_skill",
      "value": 2.88
    },
    {
      "name": "Negotiation",
      "family": "transferable_skill",
      "value": 2.88
    },
    {
      "name": "Complex Problem Solving",
      "family": "transferable_skill",
      "value": 2.88
    },
    {
      "name": "Systems Analysis",
      "family": "transferable_skill",
      "value": 2.88
    },
    {
      "name": "Category Flexibility",
      "family": "ability",
      "value": 2.88
    },
    {
      "name": "Flexibility of Closure",
      "family": "ability",
      "value": 2.88
    },
    {
      "name": "Finger Dexterity",
      "family": "ability",
      "value": 2.88
    },
    {
      "name": "Sales and Marketing",
      "family": "knowledge",
      "value": 2.83
    }
  ],
  "skills": [
    {
      "name": "English Language",
      "type": "Common Skill"
    },
    {
      "name": "Active Listening",
      "type": "Common Skill"
    },
    {
      "name": "Reading Comprehension",
      "type": "Common Skill"
    },
    {
      "name": "Speech Recognition",
      "type": "Specialized Skill"
    },
    {
      "name": "Mathematics",
      "type": "Common Skill"
    },
    {
      "name": "Time Management",
      "type": "Common Skill"
    },
    {
      "name": "Microsoft Word",
      "type": "Common Skill"
    },
    {
      "name": "Microsoft PowerPoint",
      "type": "Common Skill"
    },
    {
      "name": "Microsoft Outlook",
      "type": "Common Skill"
    },
    {
      "name": "Microsoft Excel",
      "type": "Common Skill"
    },
    {
      "name": "Information Ordering",
      "type": "Specialized Skill"
    },
    {
      "name": "Critical Thinking",
      "type": "Common Skill"
    },
    {
      "name": "Deductive Reasoning",
      "type": "Common Skill"
    },
    {
      "name": "Writing",
      "type": "Common Skill"
    },
    {
      "name": "Inductive Reasoning",
      "type": "Common Skill"
    },
    {
      "name": "Social Perceptiveness",
      "type": "Common Skill"
    },
    {
      "name": "Microsoft SharePoint",
      "type": "Specialized Skill"
    },
    {
      "name": "Microsoft Access",
      "type": "Specialized Skill"
    },
    {
      "name": "Adobe Photoshop",
      "type": "Specialized Skill"
    },
    {
      "name": "Adobe InDesign",
      "type": "Specialized Skill"
    },
    {
      "name": "Adobe Illustrator",
      "type": "Specialized Skill"
    },
    {
      "name": "Adobe Acrobat",
      "type": "Specialized Skill"
    },
    {
      "name": "Active Learning",
      "type": "Common Skill"
    },
    {
      "name": "Systems Analysis",
      "type": "Specialized Skill"
    },
    {
      "name": "Negotiation",
      "type": "Common Skill"
    },
    {
      "name": "Finger Dexterity",
      "type": "Common Skill"
    },
    {
      "name": "Complex Problem Solving",
      "type": "Common Skill"
    },
    {
      "name": "Learning Strategies",
      "type": "Specialized Skill"
    },
    {
      "name": "Instructing",
      "type": "Specialized Skill"
    },
    {
      "name": "Foreign Language",
      "type": "Common Skill"
    },
    {
      "name": "Telecommunications",
      "type": "Specialized Skill"
    },
    {
      "name": "Visualization",
      "type": "Specialized Skill"
    },
    {
      "name": "Microsoft Dynamics",
      "type": "Specialized Skill"
    },
    {
      "name": "Adobe Dreamweaver",
      "type": "Specialized Skill"
    },
    {
      "name": "Psychology",
      "type": "Specialized Skill"
    },
    {
      "name": "Depth Perception",
      "type": "Common Skill"
    },
    {
      "name": "Geography",
      "type": "Specialized Skill"
    },
    {
      "name": "Physics",
      "type": "Specialized Skill"
    },
    {
      "name": "Presentation Software",
      "type": "Specialized Skill"
    },
    {
      "name": "Installation",
      "type": "Specialized Skill"
    }
  ],
  "tools": [
    {
      "example": "Microsoft Excel",
      "category": "Spreadsheet software",
      "hot": true,
      "inDemand": true
    },
    {
      "example": "Microsoft Office software",
      "category": "Office suite software",
      "hot": true,
      "inDemand": true
    },
    {
      "example": "Microsoft Outlook",
      "category": "Electronic mail software",
      "hot": true,
      "inDemand": true
    },
    {
      "example": "Microsoft PowerPoint",
      "category": "Presentation software",
      "hot": true,
      "inDemand": true
    },
    {
      "example": "Microsoft Word",
      "category": "Word processing software",
      "hot": true,
      "inDemand": true
    },
    {
      "example": "Adobe Acrobat",
      "category": "Document management software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Adobe Creative Cloud software",
      "category": "Graphics or photo imaging software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Adobe Illustrator",
      "category": "Graphics or photo imaging software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Adobe InDesign",
      "category": "Desktop publishing software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Adobe Photoshop",
      "category": "Graphics or photo imaging software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Microsoft Access",
      "category": "Data base user interface and query software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Microsoft SharePoint",
      "category": "Document management software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Oracle PeopleSoft",
      "category": "Enterprise resource planning ERP software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Salesforce software",
      "category": "Customer relationship management CRM software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Structured query language SQL",
      "category": "Data base user interface and query software",
      "hot": true,
      "inDemand": false
    },
    {
      "example": "Account management software",
      "category": "Accounting software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Adobe Dreamweaver",
      "category": "Web page creation and editing software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Bloomberg Professional",
      "category": "Financial analysis software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "HEAT Software GoldMine",
      "category": "Customer relationship management CRM software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Microsoft Dynamics",
      "category": "Enterprise resource planning ERP software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Microsoft Visual FoxPro",
      "category": "Object oriented data base management software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Online trading software",
      "category": "Desktop communications software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Royal Alliance VISION2020 Core",
      "category": "Customer relationship management CRM software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Scheduling software",
      "category": "Calendar and scheduling software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Transaction processing software",
      "category": "Data base user interface and query software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "Web browser software",
      "category": "Internet browser software",
      "hot": false,
      "inDemand": false
    },
    {
      "example": "WiredRed Software e/pop Basic",
      "category": "Desktop communications software",
      "hot": false,
      "inDemand": false
    }
  ],
  "workContext": [
    {
      "name": "Telephone Conversations",
      "value": 5
    },
    {
      "name": "E-Mail",
      "value": 5
    },
    {
      "name": "Contact With Others",
      "value": 4.84
    },
    {
      "name": "Importance of Being Exact or Accurate",
      "value": 4.73
    },
    {
      "name": "Face-to-Face Discussions with Individuals and Within Teams",
      "value": 4.67
    },
    {
      "name": "Time Pressure",
      "value": 4.61
    },
    {
      "name": "Indoors, Environmentally Controlled",
      "value": 4.54
    },
    {
      "name": "Importance of Repeating Same Tasks",
      "value": 4.51
    },
    {
      "name": "Deal With External Customers or the Public in General",
      "value": 4.44
    },
    {
      "name": "Work With or Contribute to a Work Group or Team",
      "value": 4.35
    },
    {
      "name": "Spend Time Sitting",
      "value": 4.11
    },
    {
      "name": "Determine Tasks, Priorities and Goals",
      "value": 4.11
    },
    {
      "name": "Frequency of Decision Making",
      "value": 3.89
    },
    {
      "name": "Freedom to Make Decisions",
      "value": 3.88
    },
    {
      "name": "Impact of Decisions on Co-workers or Company Results",
      "value": 3.87
    },
    {
      "name": "Physical Proximity",
      "value": 3.71
    },
    {
      "name": "Spend Time Making Repetitive Motions",
      "value": 3.44
    },
    {
      "name": "Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable",
      "value": 3.43
    },
    {
      "name": "Degree of Automation",
      "value": 3.28
    },
    {
      "name": "Conflict Situations",
      "value": 3.21
    },
    {
      "name": "Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls",
      "value": 3.21
    },
    {
      "name": "Consequence of Error",
      "value": 3.16
    },
    {
      "name": "Coordinate or Lead Others in Accomplishing Work Activities",
      "value": 3.12
    },
    {
      "name": "Dealing With Unpleasant, Angry, or Discourteous People",
      "value": 2.82
    },
    {
      "name": "Level of Competition",
      "value": 2.81
    },
    {
      "name": "Written Letters and Memos",
      "value": 2.76
    },
    {
      "name": "Work Outcomes and Results of Other Workers",
      "value": 2.69
    },
    {
      "name": "Spend Time Standing",
      "value": 2.36
    },
    {
      "name": "Exposed to Contaminants",
      "value": 1.74
    },
    {
      "name": "Spend Time Walking or Running",
      "value": 1.73
    },
    {
      "name": "Pace Determined by Speed of Equipment",
      "value": 1.71
    },
    {
      "name": "Health and Safety of Other Workers",
      "value": 1.41
    },
    {
      "name": "Public Speaking",
      "value": 1.32
    },
    {
      "name": "Exposed to Extremely Bright or Inadequate Lighting Conditions",
      "value": 1.31
    },
    {
      "name": "Spend Time Bending or Twisting Your Body",
      "value": 1.31
    },
    {
      "name": "Exposed to Cramped Work Space, Awkward Positions",
      "value": 1.28
    },
    {
      "name": "Exposed to Very Hot or Cold Temperatures",
      "value": 1.15
    },
    {
      "name": "Dealing with Violent or Physically Aggressive People",
      "value": 1.11
    },
    {
      "name": "Exposed to Radiation",
      "value": 1.11
    },
    {
      "name": "Spend Time Keeping or Regaining Balance",
      "value": 1.11
    }
  ],
  "preparation": {
    "jobZone": "3",
    "jobZoneName": "Job Zone Three: Medium Preparation Needed",
    "education": "Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.",
    "experience": "Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.",
    "svpRange": "(6.0 to < 7.0)",
    "educationDistribution": [
      {
        "label": "Bachelor's Degree",
        "percentage": 38.23
      },
      {
        "label": "High School Diploma",
        "percentage": 29.13
      },
      {
        "label": "Some College Courses",
        "percentage": 19.95
      },
      {
        "label": "Associate's Degree (or other 2-year degree)",
        "percentage": 12.69
      }
    ]
  },
  "personFit": [
    {
      "name": "Conventional",
      "family": "career_interest_type",
      "value": 6.96
    },
    {
      "name": "Office Work",
      "family": "specific_interest_area",
      "value": 6.02
    },
    {
      "name": "Finance",
      "family": "specific_interest_area",
      "value": 5.42
    },
    {
      "name": "Accounting",
      "family": "specific_interest_area",
      "value": 5.12
    },
    {
      "name": "Enterprising",
      "family": "career_interest_type",
      "value": 4.51
    },
    {
      "name": "Sales",
      "family": "specific_interest_area",
      "value": 2.9
    },
    {
      "name": "Attention to Detail",
      "family": "work_style",
      "value": 2.67
    },
    {
      "name": "Dependability",
      "family": "work_style",
      "value": 2.65
    },
    {
      "name": "Social",
      "family": "career_interest_type",
      "value": 2.32
    },
    {
      "name": "Realistic",
      "family": "career_interest_type",
      "value": 2.1
    },
    {
      "name": "Mathematics/Statistics",
      "family": "specific_interest_area",
      "value": 2.06
    },
    {
      "name": "Integrity",
      "family": "work_style",
      "value": 1.99
    },
    {
      "name": "Management/Administration",
      "family": "specific_interest_area",
      "value": 1.96
    },
    {
      "name": "Information Technology",
      "family": "specific_interest_area",
      "value": 1.92
    },
    {
      "name": "Personal Service",
      "family": "specific_interest_area",
      "value": 1.78
    },
    {
      "name": "Human Resources",
      "family": "specific_interest_area",
      "value": 1.64
    }
  ],
  "relatedRoles": [
    {
      "socCode": "41-3031.00",
      "slug": "role-41-3031-00",
      "title": "Securities, Commodities, and Financial Services Sales Agents",
      "tier": "Primary-Short"
    },
    {
      "socCode": "43-4141.00",
      "slug": "role-43-4141-00",
      "title": "New Accounts Clerks",
      "tier": "Primary-Short"
    },
    {
      "socCode": "43-3031.00",
      "slug": "role-43-3031-00",
      "title": "Bookkeeping, Accounting, and Auditing Clerks",
      "tier": "Primary-Short"
    },
    {
      "socCode": "43-4051.00",
      "slug": "role-43-4051-00",
      "title": "Customer Service Representatives",
      "tier": "Primary-Short"
    },
    {
      "socCode": "43-3071.00",
      "slug": "role-43-3071-00",
      "title": "Tellers",
      "tier": "Primary-Short"
    },
    {
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