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TITLE(s): MARGIN CLERK I (financial) Compiles data, using computer, to determine customer margin (equity) in stock purchased: Totals customer accounts and computes difference between purchase price of stock and present market value, using calculator, to show amount due for brokerage fees. Notifies REGISTERED REPRESENTATIVE (financial) 250.257-018 or other workers when customer margin is less than government regulations or brokerage firm requirements. May solve customer margin account problems, using customer account information and transaction records. GOE: 07.02.02 STRENGTH: S GED: R3 M3 L3 SVP: 6 DLU: 89 ONET CROSSWALK: 55338A Bookkeeping and Accounting Clerks |
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CODE: 216.362-042 Buy the DOT: Download
TITLE(s):
MARGIN CLERK I (financial)
Compiles data, using computer, to determine customer margin (equity) in stock purchased: Totals
customer accounts and computes difference between purchase price of stock and present market value,
using calculator, to show amount due for brokerage fees. Notifies REGISTERED REPRESENTATIVE
(financial) 250.257-018 or other workers when customer margin is less than government regulations or
brokerage firm requirements. May solve customer margin account problems, using customer account
information and transaction records.
GOE: 07.02.02 STRENGTH: S GED: R3 M3 L3 SVP: 6 DLU: 89
ONET CROSSWALK: 55338A Bookkeeping and Accounting Clerks
© 1995 - 2015 Photius Coutsoukis and Information Technology Associates (All Rights Reserved). Revised 26-May-03