Assessment Template For Brokerage Clerks
Brokerage Clerks
Hiring success rate
75% hiring better
Test Used
11316 times
Popular Job Roles
Occupation-Specific
Technology Skills
Customer relationship management CRM software
Tasks
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Technology Skills
Customer relationship management CRM software
HEAT Software GoldMine, Royal Alliance VISION2020 Core, Salesforce software
Presentation software
Microsoft PowerPoint
Data base user interface and query software
Microsoft Access, Structured query language SQL, Transaction processing software
Graphics or photo imaging software
Adobe Systems Adobe Illustrator, Adobe Systems Adobe Photoshop
Enterprise resource planning ERP software
Microsoft Dynamics, Oracle PeopleSoft
Worker Requirements
Technology Skills
Customer relationship management CRM software
Skills
Active Listening
Knowledge
English Language
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.
Speaking
Talking to others to convey information effectively.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Time Management
Managing one's own time and the time of others.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
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.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Worker Characteristics
Technology Skills
Customer relationship management CRM software
Skills
Active Listening
Knowledge
English Language
Abilities
Oral Comprehension
Interests
Conventional
Work Values
Relationships
Work Styles
Dependability
Abilities
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Near Vision
The ability to see details at close range (within a few feet of the observer).
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Speech Clarity
The ability to speak clearly so others can understand you.
Interests
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Work Values
Relationships
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Support
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Work Styles
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Integrity
Job requires being honest and ethical.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Analytical Thinking
Job requires analyzing information and using logic to address work-related issues and problems.
Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
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