• 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.

Work 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. Must have knowledge in Outlook and Excel Program.
• 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.
• Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others and maintaining them over time.

Work Context

• E-Mail 
• Telephone Conversations 
• Contact With Others 
• Importance of Being Exact or Accurate 
• Face-to-Face Discussions with Individuals and Within Teams 

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, and 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.