Job Description:

• 1) Compiles data, using computer, to determine customer margin in stock purchased: Totals customer accounts and computes difference between purchase price of stock and present market value, using calculator, to show amount due for brokerage fees.

• 2) Notifies REGISTERED REPRESENTATIVE or other workers when customer margin is less than government regulations or brokerage firm requirements.

• 3) May solve customer margin account problems, using customer account information and transaction records.