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Career and Education Opportunities for Broker Assistants in Overland Park, Kansas

Broker assistants can find many career and educational opportunities in the Overland Park, Kansas area. The national trend for broker assistants 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.

A person working as a broker assistant can expect to earn about $14 hourly or $30,870 annually on average in Kansas and about $18 per hour or $38,710 per year on average in the U.S. as a whole. Incomes for broker assistants are better than in the overall category of Clerical in Kansas, and better than the overall Clerical category nationally.

There are sixty-one schools of higher education in the Overland Park area, including five within twenty-five miles of Overland Park where you can get a degree to start your career as a broker assistant. Broker assistants usually hold a Bachelor's degree, so you can expect to spend about four years training to become 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 Overland Park include:

  • 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.
  • Front Desk Manager. Accommodate hotel, motel, and resort patrons by registering and assigning rooms to guests, issuing room keys, transmitting and receiving messages, keeping records of occupied rooms and guests' accounts, making and confirming reservations, and presenting statements to and collecting payments from departing guests.
  • 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.
  • 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.
  • Store Clerk. Receive, store, and issue sales floor merchandise. Stock shelves, racks, and tables with merchandise and arrange merchandise displays to attract customers. May periodically take physical count of stock or check and mark merchandise.
  • 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

Metropolitan Community College-Blue River - Independence, MO

Metropolitan Community College-Blue River, 20301 E 78 Hwy, Independence, MO 64057. Metropolitan Community College-Blue River is a small college located in Independence, Missouri. It is a public school with primarily 2-year programs and has 3,060 students. Metropolitan Community College-Blue River has less than one year, one to two year, and associate's degree programs in Accounting Technology/Technician and Bookkeeping which graduated one, one, and one students respectively in 2008.

Johnson County Community College - Overland Park, KS

Johnson County Community College, 12345 College Blvd, Overland Park, KS 66210-1299. Johnson County Community College is a large college located in Overland Park, Kansas. It is a public school with primarily 2-year programs and has 19,062 students. Johnson County Community College has a less than one year and an associate's degree program in Accounting Technology/Technician and Bookkeeping which graduated three and eight students respectively in 2008.

Metropolitan Community College-Longview - Lees Summit, MO

Metropolitan Community College-Longview, 500 Longview Rd, Lees Summit, MO 64081-2105. Metropolitan Community College-Longview is a medium sized college located in Lees Summit, Missouri. It is a public school with primarily 2-year programs and has 5,848 students. Metropolitan Community College-Longview has a less than one year program in Accounting Technology/Technician and Bookkeeping which graduated one student in 2008.

Metropolitan Community College-Maple Woods - Kansas City, MO

Metropolitan Community College-Maple Woods, 2601 NE Barry Rd, Kansas City, MO 64156. Metropolitan Community College-Maple Woods is a small college located in Kansas City, Missouri. It is a public school with primarily 2-year programs and has 4,549 students. Metropolitan Community College-Maple Woods has a less than one year and an associate's degree program in Accounting Technology/Technician and Bookkeeping which graduated two and two students respectively in 2008.

Kansas City Kansas Community College Technical Education Center - Kansas City, KS

Kansas City Kansas Community College Technical Education Center, 2220 N 59th St, Kansas City, KS 66104-2821. Kansas City Kansas Community College Technical Education Center is a small college located in Kansas City, Kansas. It is a public school with primarily less-than 2-year programs and has 598 students. Kansas City Kansas Community College Technical Education Center has a one to two year program in Accounting Technology/Technician and Bookkeeping which graduated four students in 2008.

LOCATION INFORMATION: Overland Park, Kansas

Overland Park, Kansas
Overland Park, Kansas photo by Americasroof

Overland Park is located in Johnson County, Kansas. It has a population of over 171,231, which has grown by 14.9% over the last ten years. The cost of living index in Overland Park, 82, is well below the national average. New single-family homes in Overland Park are valued at $408,400 on average, which is far greater than the state average. In 2008, one hundred sixty-four new homes were constructed in Overland Park, down from three hundred fifty-four the previous year.

The three most popular industries for women in Overland Park are health care, educational services, and professional, scientific, and technical services. For men, it is professional, scientific, and technical services, finance and insurance, and broadcasting and telecommunications. The average commute to work is about 20 minutes. More than 52.1% of Overland Park residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 17.3%, is higher than the state average.

The unemployment rate in Overland Park is 6.7%, which is greater than Kansas's average of 6.3%.

The percentage of Overland Park residents that are affiliated with a religious congregation, 50.8%, is more than both the national and state average. Christ Church, Adventist Church and Atonement Church are among the churches located in Overland Park. The most prominent religious groups are the Catholic Church, the United Methodist Church and the Presbyterian Church (USA).

Overland Park is home to the Windmill Square and the Westbrook Country Club. Shopping centers in the area include Cherokee Hills Shopping Center, Cherokee South Shopping Center and Trail West Shopping Center. Visitors to Overland Park can choose from Hampton Inn Overland Park- KS, Holiday Inn Hotel and Suites and Pear Tree Inn by Drury for temporary stays in the area.