What they do
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.
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Also called: |
Account Administrator, Client Associate, Client Service Associate, Operations Clerk, Operations Coordinator, Registered Account Administrator, Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant
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Wages
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Vermont - 2023 |
Percentile1 | Hourly | Yearly |
10% |
$ 20.35 |
$42,330 |
25% |
$ 20.96 |
$43,590 |
Median |
$ 28.62 |
$59,540 |
75% |
$ 28.91 |
$60,130 |
90% |
$ 29.72 |
$61,830 |
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Average |
$ 26.43 |
$54,970 |
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More at CareerOneStop |
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Industries of Employment
United States - 2022 |
Industry | Percent of total |
- Securities, commodity contracts, and other financial investments and related activities
| 59% |
- Credit intermediation and related activities
| 26% |
- Insurance carriers and related activities
| 4% |
- Management of companies and enterprises
| 2% |
| 1% |
More at BLS |
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Knowledge
People in this career often know a lot about: |
- English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
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- 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.
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- Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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- Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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- Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
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More at O*NET |
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Skills
People in this career often have these skills: |
- Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
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- Speaking
Talking to others to convey information effectively.
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- Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
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- Time Management
Managing one's own time and the time of others.
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- Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
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More at O*NET |
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Interests
People in this career often prefer these work environments: |
- Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
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- Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
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What are your interests? Take the O*NET Interest Profiler |
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Work Styles
People in this career will do well at jobs that need: |
- Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
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- Integrity
Job requires being honest and ethical.
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- Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
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- Analytical Thinking
Job requires analyzing information and using logic to address work-related issues and problems.
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- Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
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More at O*NET |
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Tasks
On the job, you would: |
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
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- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
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- File, type, or operate standard office machines.
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- Perform clerical tasks, such as answering phones or distributing mail.
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- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
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More at O*NET |
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Related Occupations
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Career Video
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Projected Employment
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Vermont |
2022 employment |
42 |
2032 employment |
46 |
Annual percent change (compounded) |
0.9% |
Annual projected job openings (due to change and separations) |
5 |
More at Occupational Projections |
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Education and Experience:
- Typical education needed for entry
High school diploma or equivalent
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- Work experience in a related occupation
None
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- Typical on-the-job training needed to attain competency
Moderate-term on-the-job training
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Based on BLS Education and Training Classifications |
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Physical Work Activity
Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling materials. |
- Physical activity is Somewhat Important
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- Level of activity is Very Low
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Low | | High |
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Compare Occupations at O*NET |
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Job Zone
Medium Preparation Needed |
- Specific Vocational Preparation Range
(6.0 to < 7.0) - A typical worker will require
over 1 year up to and including 2 years
of training to achieve average performance in this occupation.
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Based on O*Net Job Zones and SVP |
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Education Level
How much education do most people in this career have? |
Education level | | Percent of U.S. Workers |
Doctoral or professional degree or post-MA certificate | | 0% |
Master's degree or post-BA certificate | | 0% |
Bachelor's degree | | 38% |
Associate's degree | | 13% |
Certificate or some college, no degree | | 20% |
High school diploma or equivalent | | 29% |
Less than high school diploma | | 0% |
More at O*NET |
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Abilities
People in this career often have talent in: |
- Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
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- Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
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- Near Vision
The ability to see details at close range (within a few feet of the observer).
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- Written Comprehension
The ability to read and understand information and ideas presented in writing.
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- Speech Clarity
The ability to speak clearly so others can understand you.
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More at O*NET |
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Work Activities
In general, what you might do: |
- Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
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- Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
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- Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
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- Communicating with People Outside the Organization
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
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- Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
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More at O*NET |
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Detailed Work Activities
What you might do in a day: |
- Confer with coworkers to coordinate work activities.
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- Respond to customer problems or complaints.
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- Prepare documentation for contracts, transactions, or regulatory compliance.
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- File documents or records.
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- Coordinate operational activities.
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More at O*NET |
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Other Resources
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- CareerOneStop
resource for job seekers, students, businessess and career professionals
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- O*NET Online
nation's primary source of occupational information
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