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Career and Education Opportunities for Broker Assistants in Cape Coral, Florida

Cape Coral, Florida provides a wide variety of opportunities, both career and educational, for broker assistants. There are currently 1,990 jobs for broker assistants in Florida and this is projected to grow by 3% to 2,040 jobs by 2016. This is better than the national trend for broker assistants, which sees this job pool shrinking by about 2.6% over the next eight years. Broker assistants generally perform clerical duties involving the purchase or sale of securities.

Broker assistants earn approximately $15 per hour or $31,930 annually on average in Florida. Nationally they average about $18 hourly or $38,710 yearly. Broker assistants earn more than people working in the category of Clerical generally in Florida and more than people in the Clerical category nationally.

The Cape Coral area is home to eleven schools of higher education, including two within twenty-five miles of Cape Coral where you can get a degree as a broker assistant. Given that the most common education level for broker assistants is a Bachelor's degree, it will take about four years to learn to be a broker assistant if you already have a high school diploma.

CAREER DESCRIPTION: Broker Assistant

Broker Assistant video from the State of New Jersey Dept. of Labor and Workforce Development

In general, broker assistants perform clerical duties involving the purchase or sale of securities. They also duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, and keeping records of daily transactions and holdings.

Broker assistants file and operate standard office machines. Finally, broker assistants correspond with customers and talk with coworkers to respond to inquiries, consider market fluctuations, and resolve account problems.

Every day, broker assistants are expected to be able to see details at a very fine level of focus. They need to articulate ideas and problems. It is also important that they listen to and understand others in meetings.

It is important for broker assistants to record and document security transactions, such as purchases and payments, using computers or certificate archives. They are often called upon to schedule and direct transfer and delivery of security certificates between companies and customers. They also ready forms, such as receipts and transfer confirmations, on the basis of transaction requests from stockholders. Somewhat less frequently, broker assistants are also expected to ready reports summarizing daily transactions and earnings for individual customer accounts.

Broker assistants sometimes are asked to compute total holdings and commissions and allocate appropriate payments to customers. They also have to be able to correspond with customers and talk with coworkers to respond to inquiries, consider market fluctuations, and resolve account problems And finally, they sometimes have to monitor daily stock prices and compute fluctuations to establish the need for additional collateral to secure loans.

Like many other jobs, broker assistants must have exceptional integrity and be reliable.

Similar jobs with educational opportunities in Cape Coral include:

  • Bank Teller. Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
  • Bookkeeper. Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
  • Clerk. Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.
  • Correspondence Clerk. Compose letters in reply to requests for merchandise, damage claims, credit and other information, delinquent accounts, or unsatisfactory services. Duties may include gathering data to formulate reply and typing correspondence.
  • Courtroom Clerk. Perform clerical duties in court of law; prepare docket of cases to be called; secure information for judges; and contact witnesses, attorneys, and litigants to obtain information for court.
  • File Clerk. File correspondence, cards, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.
  • Insurance Claims Processor. Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
  • Insurance Processing Clerk. Process applications for, changes to, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.
  • License Clerk. Issue licenses or permits to qualified applicants. Obtain necessary information; record data; advise applicants on requirements; collect fees; and issue licenses. May conduct oral, written, or performance testing.
  • Loan Inspector. Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
  • Municipal Clerk. Draft agendas and bylaws for town or city council; record minutes of council meetings; answer official correspondence; keep fiscal records and accounts; and prepare reports on civic needs.
  • Office Clerk. Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring limited knowledge of office management systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing.
  • Order Clerk. Receive and process incoming orders for materials, merchandise, or services such as repairs, installations, or rental of facilities. Duties include informing customers of receipt, prices, and delays; preparing contracts; and handling complaints.
  • Payroll Bookkeeper. Compile and post employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions. May prepare paychecks.
  • Procurement Clerk. Compile information and records to draw up purchase orders for procurement of materials and services.
  • Receptionist. Answer inquiries and obtain information for general public, customers, and other interested parties. Provide information regarding activities conducted at establishment; location of departments, offices, and employees within organization.
  • Statistical Clerk. Compile and compute data according to statistical formulas for use in statistical studies. May perform actuarial computations and compile charts and graphs for use by actuaries. Includes actuarial clerks.
  • Weighter. Weigh, measure, and check materials, supplies, and equipment for the purpose of keeping relevant records. Duties are primarily clerical by nature.

EDUCATIONAL OPPORTUNITIES: Broker Assistant Training

Southwest Florida College - Fort Myers, FL

Southwest Florida College, 1685 Medical Lane, Fort Myers, FL 33907-1108. Southwest Florida College is a small college located in Fort Myers, Florida. It is a private not-for-profit school with primarily 4-year or above programs and has 1,478 students. Southwest Florida College has an associate's degree program in Accounting Technology/Technician and Bookkeeping which graduated ten students in 2008.

Edison State College - Fort Myers, FL

Edison State College, 8099 College Pky SW, Fort Myers, FL 33919-0000. Edison State College is a large college located in Fort Myers, Florida. It is a public school with primarily 4-year or above programs and has 13,252 students. Edison State College has an associate's degree program in Accounting Technology/Technician and Bookkeeping which graduated five students in 2008.

LOCATION INFORMATION: Cape Coral, Florida

Cape Coral, Florida
Cape Coral, Florida photo by Boticario

Cape Coral is situated in Lee County, Florida. It has a population of over 156,835, which has grown by 53.3% over the last ten years. The cost of living index in Cape Coral, 88, is well below the national average. New single-family homes in Cape Coral are valued at $121,700 on average, which is far less than the state average. In 2008, two hundred one new homes were constructed in Cape Coral, down from seven hundred sixty-seven the previous year.

The three big industries for women in Cape Coral are health care, educational services, and accommodation and food services. For men, it is construction, accommodation and food services, and administrative and support and waste management services. The average travel time to work is about 25 minutes. More than 17.5% of Cape Coral residents have a bachelor's degree, which is lower than the state average. The percentage of residents with a graduate degree, 5.7%, is lower than the state average.

The unemployment rate in Cape Coral is 13.0%, which is greater than Florida's average of 11.3%.

The percentage of Cape Coral residents that are affiliated with a religious congregation, 38.2%, is less than both the national and state average. Coral Ridge Baptist Church of Cape Coral, Jehovahs Witnesses Cape Coral Congregation and Cape Coral Alliance Church are some of the churches located in Cape Coral. The largest religious groups are the Catholic Church, the Southern Baptist Convention and the Assemblies of God.

Cape Coral is home to the Old Bridge Square and the Pine Island Plaza. Shopping centers in the area include Northshore Shopping Center, Coral Gate Shopping Center and Coral Pointe Shopping Center. Visitors to Cape Coral can choose from Casa Loma Motel On the Waterfront, Cape Coral Accommodations and Banyan Trace Community for temporary stays in the area.