Brokerage Clerk

Responsibilities

• Process and record securities transactions, including trades, transfers, and settlements
• Maintain accurate client account records and update databases and filing systems
• Prepare and review trade confirmations, statements, and related documentation
• Assist brokers with daily administrative tasks and transaction support
• Communicate with clients regarding account information and routine inquiries
• Monitor transaction details to ensure compliance with regulations and internal policies
• Coordinate with clearing firms, banks, and internal departments to resolve discrepancies
• Handle confidential financial information with discretion and accuracy

Requirements

• High school diploma or equivalent
• Basic understanding of financial markets and investment products
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office and financial recordkeeping systems
• Ability to handle sensitive information confidentially

Preferred Qualifications

• Prior experience in a brokerage, banking, or financial services environment
• Familiarity with securities regulations and compliance requirements
• Strong written and verbal communication skills
• Ability to multitask and meet deadlines in a fast-paced environment

About the Company

UPS is a Fortune Global 500 organization dedicated to innovation and excellence in logistics. We offer a rewarding culture where talented teams work together to lead the industry forward.