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Brokerage Clerks Competency Model

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Job Function/Industry: Financial Services & Insurance
Description:  Competency model composed of education, experience, tasks, competencies and characteristics required to effectively:
- 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.
Version: The basic version contains education, experience, tasks and competencies required for the occupation. The complete version adds the behaviors required for the occupation, painting a clear picture of what is expected and reducing subjectivity.
Author: DOL O*Net - this product uses the O*NET Database version 17.0, but has been improved for relevance to competency-based talent management
Last Updated: June 2010
# of Competencies Included: 30
Competencies weighted based on significance, including but not limited to:
1 - Customer and Personal Service
2 - Clerical
3 - Written Comprehension
4 - Speech Clarity
5 - Active Listening
6 - Economics and Accounting
7 - Oral Comprehension
8 - Near Vision
9 - Reading Comprehension
10 - Speaking
Format: After checkout you will receive an email with a link to the competency model in PDF format.