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Brokerage Clerk

UPSUPS·Logistics and Transportation

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Posted

87 days

01

About the role

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Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.

Job Description:

A Brokerage Clerk provides administrative and operational support to a brokerage firm by processing financial transactions, maintaining accurate records, and assisting brokers and clients with account-related inquiries. This role ensures trades are executed efficiently and in compliance with regulatory and company standards.

Key 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, documentation, 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

Required Qualifications

  • High school diploma or equivalent (associate’s or bachelor’s degree in finance, business, or related field preferred)

  • 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 Skills

  • 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


Employee Type:
 

Permanent


UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.

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Aplyr's read

UPS is a cornerstone of global logistics, employing diverse roles from operations to sales, for those who thrive in a fast-paced environment.

Synthesized from recent postings & public sources

What's promising

  • UPS offers a vast global network, providing stability and growth opportunities.
  • The company invests heavily in technology to enhance logistics efficiency.
  • UPS provides diverse career paths, from logistics to corporate roles.

What to watch

  • The fast-paced environment can lead to high stress levels.
  • Shift work and non-traditional hours may impact work-life balance.
  • Limited public information about diversity and inclusion initiatives.

Why UPS

  • UPS's brown delivery trucks are iconic in the logistics industry.
  • The company has a strong focus on sustainability and carbon reduction.
  • UPS's internal promotion culture supports long-term career growth.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About UPS

United Parcel Service (UPS) is a global logistics and package delivery company, known for its extensive transportation network and supply chain solutions.

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