Margin Clerk compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk typically reports to a supervisor or manager. The Margin Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Margin Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Responsibilities:
- Perform clerical duties, including but not limited to data entry, filing, photocopying, and scanning documents.
-Posting customer payments, making collection calls, processing loan applications.
- Maintain and update records and databases.
- Provide support to other team members as required.
Requirements:
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to multitask and prioritize tasks effectively.
- Previous experience is a plus but not necessary.
- Familiarity with office equipment and basic office procedures.
- Strong computer skills, including MS Office Suite.
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $13.00 per hour
Expected hours: 40 per week
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Work Location: In person