# Tasks & work activities — foreign exchange cashier

Source: O*NET 30.3, occupation 43-4011.00 (Brokerage Clerks) — manual nearest-occupation mapping via ISCO group 4312; the official ESCO crosswalk has no entry for this ESCO occupation.

## Task statements

- **[Core]** Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- **[Core]** Perform clerical tasks, such as answering phones or distributing mail.
- **[Core]** Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- **[Supplemental]** Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- **[Core]** Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- **[Core]** File, type, or operate standard office machines.
- **[Supplemental]** Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- **[Supplemental]** Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- **[Supplemental]** Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- **[Supplemental]** Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.

## Detailed work activities

- Answer telephones to direct calls or provide information.
- Calculate financial data.
- Confer with coworkers to coordinate work activities.
- Coordinate operational activities.
- Distribute incoming mail.
- File documents or records.
- Monitor financial information.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Prepare research or technical reports.
- Respond to customer problems or complaints.
- Schedule operational activities.
- Verify accuracy of financial or transactional data.