How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Before you apply to a job, select your language preference from the options available at the top right of this page.
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills