To work as a brokerage clerk, you typically need to:
- have at least a high school diploma or equivalent; and
- complete moderate-term, on-the-job training.
Education after high school
You must have at least a high school diploma to become a brokerage clerk. Many clerks have taken college courses or completed a bachelor's degree. Clerks who work directly with clients generally have a college degree. You can get training at business schools, community colleges, and universities. You should take business, finance, and computer courses.
On-the-job training
As a beginning brokerage clerk, you often receive training on the job. The length of training varies by employer, your education, and your position. Many clerks receive up to three months of training. Many others receive up to one year of training. You start by learning office procedures and the computer software. You perform routine tasks while supervised by experienced clerks. As you gain experience you work on more complicated tasks and have greater responsibility.