The Trading Margin Clerk I determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Compiles data and determines customer margin in stock purchased. Being a Trading Margin Clerk I may require an associate's degree. Researches customer margin account problems using customer account information and transaction records. In addition, Trading Margin Clerk I typically reports to a supervisor or manager. Working as a Trading Margin Clerk I typically requires 1-3 years of related experience. May be entry level if some ex ...perience in the skill. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision.More Show Less
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