Also referred to as: Intermediate Margin Clerk, Trading Margin Clerk II
Requirements and Responsibilities

Margin Clerk II compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk II researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk II typically reports to a supervisor or manager. To be a Margin Clerk II typically requires 3-5 years of related experience. Has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function.

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