Portfolio Assistant Career

*A job as a Portfolio Assistant falls under the broader career category of Brokerage Clerks. The information on this page will generally apply to all careers in this category but may not specifically apply to this career title.

Job Description for Brokerage Clerks : Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.


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Brokerage Clerk Career

What Should I Major in to Become a Brokerage Clerk?

These college majors are closest related to this career (actual program names will vary from school to school).

Required Education



Bachelor's Degree usually needed for this career