Typical Tasks
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Perform clerical tasks, such as answering phones or distributing mail.
File, type, or operate standard office machines.
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
A day in the life
What kind of work is this?
Conventional
Organized, Procedural Work
Enterprising
Business based Work
Social
Working with people
What personality traits do you need to succeed?
Dependability
Integrity
Attention to Detail
Analytical Thinking
Stress Tolerance
Self-Control
What key skills are needed for this job?
Active Listening
Speaking
Reading Comprehension
Time Management
Critical Thinking
Writing
Expected Knowledge
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Common Activities
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
