Use as a copilot
Task areas where people work with AI — iterating, learning, or checking — staying in the loop rather than handing the task off.
- Perform clerical tasks, such as answering phones or distributing mail. · 0.4%
Brokerage Clerks
Occupation · SOC 43-4011.00
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.
Also called: Registered Sales Assistant · Sales Assistant · Sales Trader · Trading Assistant · Account Administrator · Client Associate · Client Service Associate · Operations Clerk · Operations Coordinator · Registered Account Administrator · Broker Assistant · Broker Associate
Job family: Office and Administrative Support Occupations
Take this to your AI
A source-stamped Markdown brief of this occupation — paste it into an agent, or fetch
/roles/role-43-4011-00/context.md directly.
AI work map
A fast read on where AI already shows up in this occupation, where it stays a copilot, where humans remain in the loop, and what the labor market is doing. Built from observed Claude.ai conversations mapped to O*NET tasks and from published research — measures of usage and exposure, not advice or predictions that the job is going away.
Keep a human in the loop
Task areas where a human was still judged necessary in a large share of observed conversations — not a safety ruling, an observed-need signal.
- Perform clerical tasks, such as answering phones or distributing mail. · 97.4% need a human
Skills it runs on
The capabilities O*NET rates most important for this occupation — the human ground the work is built on.
See all skills →Market signal
Independent published positions, read together — not a forecast.
- Declining employment outlook (-9.5% by 2034)
- 4,100 openings/yr
- High AI exposure
- Observed AI use leans augmentation
- Median pay $62,940/yr
- Can largely be done remotely (teleworkable)
- Both the 2013 computerization estimate and today's AI exposure rank this high
96th-percentile task overlap — yet about 4,100 openings a year (-9.5% projected, BLS), and observed AI use leans 4103% copilot, not hand-off (AEI) . What exposure means →
AI & job outlook
What today's research says about this occupation's exposure to AI, how AI is actually being used in it, and where employment is headed. These are positions within published studies — measures of exposure and usage, not predictions that this job will disappear.
Exposure to current AI
Each study uses its own scale, so the raw scores are not comparable across rows — the percentile (this job's rank among all U.S. occupations with data) is the comparable figure, and sizes the bars.
| Measure | Rank vs all occupations | Percentile | Score |
|---|---|---|---|
| Overall AI exposure (Felten et al.) High | 81st | 1.1 | |
| LLM task exposure, γ (OpenAI / Eloundou) High | 95th | 1.0 | |
| AI assistant applicability (Microsoft) High | 97th | 0.3 |
OpenAI's exposure study scores tasks three ways: with a language model alone (α 0.5), with simple added tooling (β 0.8), and including AI-powered software (γ 1.0). Higher means more of the job's tasks could be done at least twice as fast — not that they will be automated away.
Most of this job's tasks can be done remotely (Dingel–Neiman), which tends to track with higher digital and AI exposure.
Historical automation estimate (2013)
A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
Frey–Osborne probability 1.0 · 97th percentile among occupations · High
How AI is actually used in this job
Among measured AI assistant conversations mapped to this occupation (Anthropic Economic Index, 2026-01-15), these task types came up most. These are shares of observed AI conversations — not shares of the job, of worker time, or of what could be automated.
| Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. | 0.6% | |
| File, type, or operate standard office machines. | 0.3% |
Job outlook
Independent U.S. Bureau of Labor Statistics employment projection for 2024–2034 — a labor-market forecast, not an AI-impact forecast.
| Outlook | Declining · -9.5% by 2034 |
| Projected annual openings | 4,100 |
| Employment 2024 → 2034 | 40,800 → 36,900 |
“Annual openings” counts new jobs plus replacements for workers who leave the occupation, so it can be large even when growth is modest.
Where this work sits on the global GenAI gradient
The ILO's 2025 global study scores generative-AI exposure on the international ISCO-08 occupation system, not US SOC. Bridged through the published (and approximate, many-to-many) IBS O*NET-SOC ↔ ISCO-08 crosswalk, this US occupation corresponds to the international occupation below. Exposure here means how much of the work's tasks today's AI can attempt — task overlap, not automation, adoption, or jobs lost.
Brokerage Clerks sits at the 99th percentile of 427
occupations on the global GenAI task-exposure gradient
— exposure eased from 2023 to 2025. Each dot is one occupation; the
ringed one is this work. Exposure is task overlap, not automation or jobs lost.
64% mean task exposure (2025)
99th percentile of 427 placed occupations
−2 pts shift 2023 → 2025
| International occupation (ISCO-08) | Task exposure (2025) | Most tasks fall in |
|---|---|---|
| Statistical, Finance and Insurance Clerks · 4312 | 64% | Gradient 4 |
Read the whole six-band gradient on the GenAI exposure gradient page. The crosswalk is approximate: a US occupation can map to several international ones, and the ILO scores describe the international occupation, not this exact US role.
Working with AI in this job
How people actually apply AI to this occupation's tasks, from Claude.ai (Free and Pro) conversations in the Anthropic Economic Index, 2026-01-15. This is one AI assistant's consumer sample — not all AI, not the whole workforce. Autonomy and the collaboration mix are model-rated estimates; figures below the sample floor are hidden.
| Augmentation vs. automation | 41.0% working with AI · — handed to AI |
| Most common way people use AI here | Iteration · you and AI go back and forth |
| Typical AI autonomy | 3.0 / 5 · higher = AI acts more independently |
| Used for work (vs. personal / coursework) | 94.9% |
What people delegate to AI
The role's most common tasks in AI conversations, each tagged with how people work with the AI on it. “Usage” is the share of observed conversations, not of the job.
| Task | How | Usage |
|---|---|---|
| Perform clerical tasks, such as answering phones or distributing mail. | Iteration | 0.4% |
Where a human is still needed
Tasks where the model most often judged that a person remained necessary — a useful read on the current boundary, not a guarantee.
| Perform clerical tasks, such as answering phones or distributing mail. | 97.4% |
What people most often hand AI here
Example prompts phrased from the tasks people most often delegate to AI in this occupation (Anthropic Economic Index). Each shows the underlying measured task and its share of observed AI use. They are suggested phrasings of real tasks — starting points, not endorsed instructions.
-
Help me perform clerical tasks, such as answering phones or distributing mail.From: Perform clerical tasks, such as answering phones or distributing mail. · 0.4% of measured AI use · task iteration
Tasks
All 10 tasks O*NET lists for this occupation, ordered by importance. Each links to its own page with AI-exposure and observed-use detail.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. Core · importance 4.6
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. Core · importance 4.3
- File, type, or operate standard office machines. Core · importance 4.1
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. Supplemental · importance 4.0
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. Supplemental · importance 4.0
- Perform clerical tasks, such as answering phones or distributing mail. Core · importance 4.0
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. Supplemental · importance 3.9
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. Supplemental · importance 3.8
- Prepare reports summarizing daily transactions and earnings for individual customer accounts. Supplemental · importance 3.6
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. Core · importance 3.5
Work activities
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Answer telephones to direct calls or provide information.
- Distribute incoming mail.
- Confer with coworkers to coordinate work activities.
- Respond to customer problems or complaints.
- Schedule operational activities.
- Coordinate operational activities.
- File documents or records.
- Monitor financial information.
- Calculate financial data.
- Prepare research or technical reports.
- Verify accuracy of financial or transactional data.
Knowledge, skills & abilities
O*NET importance rating, from 1 (not important) to 5 (extremely important).
Knowledge
| English Language | 4.1 | |
| Customer and Personal Service | 3.8 | |
| Mathematics | 3.5 | |
| Computers and Electronics | 3.3 | |
| Economics and Accounting | 3.2 | |
| Administrative | 3.1 | |
| Sales and Marketing | 2.8 |
Abilities
| Oral Comprehension | 4.0 | |
| Oral Expression | 3.9 | |
| Written Comprehension | 3.8 | |
| Near Vision | 3.8 | |
| Written Expression | 3.6 | |
| Speech Recognition | 3.6 | |
| Speech Clarity | 3.6 | |
| Information Ordering | 3.5 | |
| Problem Sensitivity | 3.4 | |
| Deductive Reasoning | 3.3 | |
| Inductive Reasoning | 3.1 | |
| Mathematical Reasoning | 3.1 | |
| Number Facility | 3.1 | |
| Selective Attention | 3.1 | |
| Category Flexibility | 2.9 | |
| Flexibility of Closure | 2.9 | |
| Finger Dexterity | 2.9 |
Essential skills
| Active Listening | 3.9 | |
| Speaking | 3.9 | |
| Reading Comprehension | 3.8 | |
| Critical Thinking | 3.4 | |
| Writing | 3.1 | |
| Monitoring | 3.1 | |
| Mathematics | 3.0 | |
| Active Learning | 3.0 |
Transferable skills
| Time Management | 3.5 | |
| Social Perceptiveness | 3.0 | |
| Service Orientation | 3.0 | |
| Judgment and Decision Making | 3.0 | |
| Coordination | 2.9 | |
| Negotiation | 2.9 | |
| Complex Problem Solving | 2.9 | |
| Systems Analysis | 2.9 |
Skills in demand
Skills employers ask for in job postings for this occupation (Lightcast), with whether each is a common or specialized skill.
Showing the top 40 of 46.
Tools & technology
Work context
How characteristic each condition is of the job, on O*NET's 1–5 context scale (higher = more present in day-to-day work). Each condition links to how it varies across all occupations.
How to get in
- Job zone
- Zone 3 — Job Zone Three: Medium Preparation Needed
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- Typical entry-level education
- High school diploma or equivalent · BLS, the typical path — not a requirement
- Related experience
- Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
- Preparation level
- SVP (6.0 to < 7.0) — total schooling plus on-the-job experience.
What to study: Business, Management, Marketing, and Related Support Services . Fields of study crosswalked to this occupation (NCES CIP–SOC), not a requirement.
Education of current workers
Share of people in this occupation at each level of education.
| Bachelor's Degree | 38.2% | |
| High School Diploma | 29.1% | |
| Some College Courses | 19.9% | |
| Associate's Degree (or other 2-year degree) | 12.7% |
Interests & work styles
The interests and personal qualities O*NET associates with people who do this work.
Career interests (Holland / RIASEC)
| Conventional | 7.0 | |
| Enterprising | 4.5 | |
| Social | 2.3 | |
| Realistic | 2.1 |
Interest areas
| Office Work | 6.0 | |
| Finance | 5.4 | |
| Accounting | 5.1 | |
| Sales | 2.9 | |
| Mathematics/Statistics | 2.1 | |
| Management/Administration | 2.0 | |
| Information Technology | 1.9 | |
| Personal Service | 1.8 | |
| Human Resources | 1.6 |
Work styles
| Attention to Detail | 2.7 | |
| Dependability | 2.6 | |
| Integrity | 2.0 |
Wages & employment
U.S. · annual wages (BLS OEWS)
| 10th percentile | $47,730 |
| 25th percentile | $53,880 |
| Median (50th) | $62,940 |
| 75th percentile | $77,400 |
| 90th percentile | $91,650 |
| People employed | 40,090 |
Industries that employ this occupation
Where these workers are employed, by number of jobs (national, BLS OEWS). Pay shown is the occupation's national median, not industry-specific.
| Industry | Workers | National median pay |
|---|---|---|
| Finance and Insurance · Sector | 35,300 | $63,550 |
| Insurance Agencies and Brokerages · National industry | 1,730 | $60,650 |
| Management of Companies and Enterprises · Sector | 1,380 | $61,110 |
| Educational Services · Sector | 730 | $51,930 |
| Transportation and Warehousing · Sector | 700 | $58,460 |
| Administrative and Support and Waste Management and Remediation Services · Sector | 490 | $59,090 |
| Information · Sector | 90 | $56,520 |
| Construction · Sector | 50 | $56,640 |
| Plumbing, Heating, and Air-Conditioning Contractors · National industry | 50 | $56,640 |
| Wholesale Trade · Sector | — | $43,590 |
| Professional, Scientific, and Technical Services · Sector | — | $61,350 |
| Temporary Help Services · National industry | — | $45,450 |
Where this work is most concentrated
Industries where this occupation is far more common than in the economy as a whole. The location quotient is how many times more concentrated it is here (a value of 5 means five times its economy-wide share).
| Industry | Concentration | Workers |
|---|---|---|
| Finance and Insurance · Sector | 21.8× | 35,300 |
| Insurance Agencies and Brokerages · National industry | 6.72× | 1,730 |
| Management of Companies and Enterprises · Sector | 1.89× | 1,380 |
| Transportation and Warehousing · Sector | 0.36× | 700 |
| Administrative and Support and Waste Management and Remediation Services · Sector | 0.21× | 490 |
| Educational Services · Sector | 0.21× | 730 |
Related occupations
Part of the Financial Services career cluster.
- Securities, Commodities, and Financial Services Sales Agents · 41-3031.00 Compare →
- New Accounts Clerks · 43-4141.00 Compare →
- Bookkeeping, Accounting, and Auditing Clerks · 43-3031.00 Compare →
- Customer Service Representatives · 43-4051.00 Compare →
- Tellers · 43-3071.00 Compare →
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel · 41-3091.00 Compare →
- Billing and Posting Clerks · 43-3021.00 Compare →
- Loan Interviewers and Clerks · 43-4131.00 Compare →
- Credit Authorizers, Checkers, and Clerks · 43-4041.00 Compare →
- Bill and Account Collectors · 43-3011.00 Compare →
- Financial and Investment Analysts · 13-2051.00 Compare →
- Personal Financial Advisors · 13-2052.00 Compare →
Side-by-side comparisons place two occupations’ pay, preparation, skills, and AI exposure on the same page — same data, same scale, no forecast.
What you can do with this
Options the data surfaces for Brokerage Clerks — not advice or a forecast. Each is a real cross-link you can follow into the evidence.
Skills that travel
Capabilities this work builds that are used across many other occupations.
Adjacent roles
Occupations O*NET rates as related — the nearby moves on the map.
Paths in
How people typically prepare for this work.
- High school diploma or equivalent · typical entry level
- Job zone 3 — Job Zone Three: Medium Preparation Needed · preparation tier
- Business, Management, Marketing, and Related Support Services · field of study
Zoom out
On the global GenAI exposure gradient this work sits around the 99th percentile of 427 international occupations.
Write a report on thisheadline · factoids · citation
Brokerage Clerks show 96th-percentile AI task overlap — and about 4,100 annual U.S. openings
- Brokerage Clerks rank in the 96th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated.Eloundou et al. (GPTs are GPTs) + Felten AIOE
- The occupation is projected to see about 4,100 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI.BLS Employment Projections 2024–34
- BLS projects employment to be declining (-9.5%) from 2024 to 2034.BLS Employment Projections 2024–34
- Median annual pay is $62,940, across about 40,090 U.S. workers.BLS OEWS (May 2024)
- Of the AI use actually observed for this work, 41% looks like augmentation (drafting, iterating, checking) rather than hands-off automation — from a Claude.ai usage sample, not a census.2026-01-15-v4-plus-2025-03-27-v2
Copy the whole kit
Brokerage Clerks show 96th-percentile AI task overlap — and about 4,100 annual U.S. openings • Brokerage Clerks rank in the 96th percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated. (Eloundou et al. (GPTs are GPTs) + Felten AIOE) • The occupation is projected to see about 4,100 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI. (BLS Employment Projections 2024–34) • BLS projects employment to be declining (-9.5%) from 2024 to 2034. (BLS Employment Projections 2024–34) • Median annual pay is $62,940, across about 40,090 U.S. workers. (BLS OEWS (May 2024)) • Of the AI use actually observed for this work, 41% looks like augmentation (drafting, iterating, checking) rather than hands-off automation — from a Claude.ai usage sample, not a census. (2026-01-15-v4-plus-2025-03-27-v2) Source: Singulariki — "Brokerage Clerks". https://singulariki.com/roles/role-43-4011-00 Note: AI task overlap measures what today's AI can attempt, not automation, job loss, or a forecast.
AssetsShare imageMethodology & sourcesPress & newsroomThe newsroom
Every line is built only from figures this page already shows and cites. AI task overlap means what today's AI can attempt — not automation, job loss, or a forecast.
Sources for this page
Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- BLS Occupational Employment and Wage Statistics (OEWS) May 2024 U.S. Bureau of Labor Statistics
- BLS Employment Projections 2024–2034 U.S. Bureau of Labor Statistics
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- Microsoft “Working with AI” working-with-ai Microsoft Research
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
- AI Occupational Exposure (AIOE) Felten, Raj & Seamans academic
- ILO / Gmyrek et al. GenAI exposure gradient 2025 International Labour Organization
- IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022 Institute for Structural Research (IBS)
- Frey & Osborne (2013) frey-osborne-automation academic
- Dingel & Neiman (2020) dingel-neiman-workathome academic
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Plain
Singulariki. "Brokerage Clerks." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026. https://singulariki.com/roles/role-43-4011-00
APA
Singulariki. (2026). Brokerage Clerks. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/roles/role-43-4011-00
BibTeX
@misc{singulariki-role-43-4011-00,
title = {Brokerage Clerks},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026},
url = {https://singulariki.com/roles/role-43-4011-00}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.