Brokerage Clerks
Office and Administrative Support Occupations- O*NET-SOC code
- 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.
- Data source: BLSPublished: 2026-08
Very high· relative
LowFour relative bandsVery highGroup-level value
Scale, basis and source
Four relative bands (Low / Moderate / High / Very high)
831 detailed occupations in the BLS Employment Projections table. Assigned per National Employment Matrix (NEM) code, so occupations sharing a NEM code carry the same band
- Data source: AnthropicPublished: 2026-03
0.174
0.000Range of values carried here0.745Scale, basis and source
Observed exposure index, 0–1 as published
Mapped onto O*NET tasks
Published per SOC 2018 occupation; every O*NET occupation with the same SOC 2018 code carries this value
- Data source: ILOPublished: 2025
0.64
0.09Range of values carried here0.70Group-level value
Scale, basis and source
Generative AI exposure index, 0–1 as published
Published per ISCO-08 unit group. Linked to this occupation, wholly or in part, by applying U.S. Bureau of Labor Statistics crosswalks (ISCO-08 to 2010 SOC, 2010 SOC to 2018 SOC) as published
What kind of figure this source publishes
The BLS category is a relative rank, not an absolute level, and it is not a first-hand measurement: it groups an occupation's percentile ranks across several published studies into four bands. It is not an employment or wage forecast, not a probability of adoption, and it does not separate automation from augmentation.
Task-level exposure
Show 7 hidden tasks10 rated tasks · 10 tasks with β ≥ 0.5 (100.0%)
β = direct exposure (E1) + 0.5 × exposure when tools are available (E2), per the source repository's definition.
- Source unit: O*NET 27.2 tasks → O*NET 31.0 occupation code
- All rated tasks are in the O*NET 31.0 task list.
- Source
- OpenAI "GPTs are GPTs" exposure rubric
- Release
- gh-main-0471612
- License
- MIT License, Copyright (c) 2024 OpenAI
| Task (O*NET 20.1) | Claude.aiRaw / share % | APIRaw / share % |
|---|---|---|
Perform clerical tasks, such as answering phones or distributing mail.43-4011.00 | 0.005155.4 | 0.00289.5 |
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.43-4011.00 | 0.004144.6 | 0.021773.6 |
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. | —0 | 0.005016.9 |
Values in this tab are predicted labels, not observations. Eloundou et al. (2023) published two rating regimes — human raters and GPT-4 — and the β shown here is derived from the GPT-4 rater basis alone; the same task can take a different value under the other regime. The unit and the meaning differ from the observed shares (%) in the other tabs, so do not place them on the same axis.
| Task (O*NET 27.2) | βE1 + 0.5 × E2 |
|---|---|
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.O*NET Task ID 8148 | 1.0 |
File, type, or operate standard office machines.O*NET Task ID 8149 | 1.0 |
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.O*NET Task ID 20622 | 1.0 |
Perform clerical tasks, such as answering phones or distributing mail.O*NET Task ID 20623 | 1.0 |
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.O*NET Task ID 8145 | 0.5 |
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.O*NET Task ID 8147 | 0.5 |
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.O*NET Task ID 8150 | 0.5 |
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.O*NET Task ID 8151 | 0.5 |
Prepare reports summarizing daily transactions and earnings for individual customer accounts.O*NET Task ID 8152 | 0.5 |
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.O*NET Task ID 8153 | 0.5 |
β = E1 + 0.5 × E2 · E1 = tasks where direct LLM access alone cuts time by at least 50%, E2 = tasks where software built on top of an LLM cuts time by at least 50%. Values take only 0 / 0.5 / 1.0.
Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page
All O*NET 31.0 task statements (10)
All O*NET 31.0 task statements for this occupation (English, as published; task type core or supplemental). Exposure values are not listed here; they are in the table above, next to each task statement as worded in the O*NET version each source used.
| Task (O*NET 31.0) | Type |
|---|---|
| Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. | 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. | 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 |
| Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. | 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. | Supplemental |
0.16/ 3· Robot exposure index
Scale, basis and source
Each physical task is graded 0–3 by the setting in which robots that have been deployed, sold or demonstrated could do it (0 none · 1 purpose-built robot settings such as a fenced machine cell or a bottling line · 2 structured facilities such as a hospital pharmacy or a container port · 3 unstructured settings such as a private home or a construction site), and the grades are averaged by share of working time
Physical tasks among this occupation's O*NET 29.3 tasks
Anthropic estimated the grades and time shares with Claude Opus 5 using web search, as of 2026.
The robot exposure index is a different measure from the AI exposure figures on this site and cannot be added to or compared with them. It does not measure actual adoption or cost, and 0 also covers occupations with no physical tasks.
Tier of each physical task
Robot environment tiers (E0–E3)
E0 noneDetails
Rated not doable by robots that have been deployed, sold or demonstrated, even in a purpose-built setting
E1 purpose-built robot settingsDetails
Rated doable in a setting built around the machine, such as a fenced machine cell or a bottling line
E2 structured facilitiesDetails
Rated doable in a human work facility that an institution keeps to a working standard, such as a hospital pharmacy or a container port
E3 unstructured settingsDetails
Rated doable in a setting that no institution keeps to a working standard, such as a private home or a construction site
Only tasks classified as physical are listed; other tasks have no tier in the source.
| Task (O*NET 29.3) | Robot environment tier |
|---|---|
| File, type, or operate standard office machines. | E1 purpose-built robot settings |
| Perform clerical tasks, such as answering phones or distributing mail. | E1 purpose-built robot settings |
Occupation information
Employment outlook (BLS)
- Employment, 2025
- 37K
- Projected employment, 2035
- 34K
- Change (2025–35)
- -7.6%
- Median annual wage, 2025
- $65,750
- Typical education needed for entry
- High school diploma or equivalent
Korea classification links (KSCO)
Links from the current release of the Korea Occupation Direct Crosswalk v1.1, made by AI Changing Work. Relation values are read from the O*NET-SOC occupation side.
| KSCO code | KSCO title | Relation | Status |
|---|---|---|---|
| 34040 | 증권 사무원 | Same scope | confirmed |
Relation and status definitions(kr-direct v1.1)
ILO occupational description
AI Changing Work links the ISCO-08 unit groups below to this occupation by applying the U.S. Bureau of Labor Statistics crosswalks (2018 SOC to 2010 SOC, 2010 SOC to ISCO-08) as published, without case-by-case selection; each link may be whole or partial.
- ISCO-08 4312Statistical, Finance and Insurance Clerks
The definition, tasks and examples below are the ILO's description of that unit group, not of this occupation.
Statistical, finance and insurance clerks obtain, compile and compute statistical or actuarial data or perform clerical tasks relating to the transactions of insurance establishments, banks and other financial establishments.
Tasks
- (a) processing insurance enrolments, cancellations, claims transactions, policy changes and payments;
- (b) obtaining and compiling statistical or actuarial data based on routine or special sources of information;
- (c) calculating totals, averages, percentages and other details and presenting them in the required tabular form;
- (d) preparing financial documents, and calculating interest or brokerage charges and stamp duties payable;
- (e) maintaining records of bonds, shares and other securities bought or sold on behalf of clients or employer.
Example occupations
Actuarial clerk · Brokerage clerk · Finance clerk · Insurance clerk · Mortgage clerk · Securities clerk · Statistical clerk
Sources: ILO ISCO-08 — details: Credits
ESCO occupational vocabulary
Each entry below is matched to this occupation in the published ESCO-O*NET Crosswalk (version 1, 2022). The match types are that crosswalk's; the wording is AI Changing Work's.
- financial markets back office administratorESCO 4312.2.1Same scope
Financial markets back office administrators perform administrative tasks for all the transactions registered in the trading room. They process transactions involving securities, derivatives, foreign exchange, commodities, and manage the clearing and settling of trades.
- investment clerkESCO 4312.5Overlapping, not the same
Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company.
- securities underwriterESCO 3311.2.4.1Overlapping, not the same
Securities underwriters administer the distribution activities of new securities from a business company. They work in close connection with the issuing body of the securities in order to establish the price and buys and sells them to other investors. They receive underwriting fees from their issuing clients.
Source: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)
License: CC BY 4.0 (EU Reuse Notice)
ESCO reuse terms and the modification notice are in Credits.
France classification links (ROME)
AI Changing Work's links between this occupation and ROME 4.0 job profiles, judged with AI models. Relations are read from this occupation's side. Links marked “provisional” were adopted on the judgments of two judges from the same model family (Claude) alone, or by an operator rule applied to their judgments, so they rest on weaker evidence than confirmed links.
| ROME code | ROME title (French) | Relation |
|---|---|---|
| C1302 | Gestionnaire des opérations sur les marchés financiers | Overlapping, not the sameprovisional |
| C1305 | Opérateur / Opératrice sur marchés financiers | Related, not a matchprovisional |
| C1401 | Agent administratif / Agente administrative banque ou assurance | Related, not a matchprovisional |
Source: France Travail — Répertoire Opérationnel des Métiers et des Emplois (ROME 4.0), version 61, last updated 15 June 2026 (https://www.data.gouv.fr/datasets/repertoire-operationnel-des-metiers-et-des-emplois-rome). Licence Ouverte 2.0.
ROME codes and titles are reproduced unchanged; the links to O*NET-SOC occupations are AI Changing Work's own judgment and are not a France Travail correspondence.
(AI Changing Work link release: fr-direct v1)
Spain classification links (CNO-11)
AI Changing Work's links between this occupation and CNO-11 occupations, judged with AI models. Relations are read from this occupation's side.
| CNO-11 code | CNO-11 title (Spanish) | Relation |
|---|---|---|
| 4113 | Empleados de oficina de servicios estadísticos, financieros y bancarios | This occupation is narrower |
| 3401 | Profesionales de apoyo e intermediarios de cambio, bolsa y finanzas | Related, not a match |
Source: Instituto Nacional de Estadística (INE), National Classification of Occupations 2011 (CNO-11, Royal Decree 1591/2010) — www.ine.es · Licensed CC BY 4.0. CNO-11 codes and Spanish titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not an INE correspondence.
(AI Changing Work link release: es-direct v1)
Germany classification links (KldB)
AI Changing Work's links between this occupation and KldB occupations, judged with AI models. Relations are read from this occupation's side.
| KldB code | KldB title (German) | Relation |
|---|---|---|
| 72122 | Anlageberater/innen und sonstige Finanzdienstleistungsberufe - fachlich ausgerichtete Tätigkeiten | Related, not a match |
| 72123 | Anlageberater/innen und sonstige Finanzdienstleistungsberufe - komplexe Spezialistentätigkeiten | Related, not a match |
Source: © Statistik der Bundesagentur für Arbeit — Klassifikation der Berufe 2010 – überarbeitete Fassung 2020, https://statistik.arbeitsagentur.de. KldB codes and titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own mapping (eigene Zuordnung) and are not a Bundesagentur für Arbeit correspondence.
(AI Changing Work link release: de-direct v1)
Japan classification links (JSCO)
AI Changing Work's links between this occupation and JSCO occupations, judged with AI models. Relations are read from this occupation's side.
| JSCO code | JSCO title (Japanese) | Relation |
|---|---|---|
| 281 | 営業・販売事務員 | This occupation is narrower |
Source: Ministry of Internal Affairs and Communications (MIC), Japan Standard Occupational Classification (Dec. 2009, MIC Notification No. 555). JSCO codes and Japanese titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not a MIC correspondence.
(AI Changing Work link release: jp-direct v1)
Sources, licenses and AI Changing Work's modification and translation notices for this page: Credits & sources