Subsector, 525
Funds, Trusts, and Other Financial Vehicles
33,650 people work in this industry in the US, at mean pay of $117,460 a year (BLS, May 2025). What follows is how much of their working time the best AI models could finish, when, and in which jobs and tasks. Estimates.
of the paid hours. Estimate.
a year: 21 million hours at what they cost. Not a forecast of savings.
- 74%
- 14%
- 12%
of the paid hours are within reach now in tasks people already bring to Claude. Another 22% is within reach in tasks not yet seen there.
Across the US: 24% within reach now and 39% by the end of 2028, on the long-run pace at four in five.
Share of the paid hours within reach, now to 2030
What each choice means: , , , , . Every pace starts from .
How far this has come
With GPT-4, measured in March 2023, 0% of this industry's paid hours were within reach at . With Claude 3.7 Sonnet, measured in February 2025, 2%. With Claude Mythos Preview (early), measured in April 2026, 27%. Today's estimate: 33%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
Where the hours are
Jobs by hours within reach now. The 40 largest jobs hold 89% of the people.
| People | Pay here | |||
|---|---|---|---|---|
| Personal Financial Advisors | 1,600 | 66% | 2.2 million | $102K |
| Bookkeeping, Accounting, and Auditing Clerks | 1,150 | 76% | 1.8 million | $55K |
| Office Clerks, General | 1,460 | 58% | 1.8 million | $56K |
| Customer Service Representatives | 1,240 | 67% | 1.7 million | $53K |
| Securities, Commodities, and Financial Services Sales Agents | 980 | 59% | 1.2 million | $94K |
| General and Operations Managers | 2,870 | 19% | 1.1 million | $159K |
| Secretaries and Administrative Assistants, Except Legal, Medical, and Executive | 890 | 39% | 721,968 | $48K |
| Financial Managers | 1,850 | 19% | 719,576 | $204K |
| Executive Secretaries and Executive Administrative Assistants | 720 | 47% | 708,365 | $99K |
| Insurance Underwriters | 400 | 85% | 706,368 | $96K |
| Financial and Investment Analysts | 2,640 | 11% | 615,014 | $114K |
| Compensation, Benefits, and Job Analysis Specialists | 1,810 | 15% | 557,190 | $80K |
People: BLS counts for this industry, May 2025. Pay here: the median paid for the job in this industry, else its mean, else the national median. 52 smaller jobs (3,500 people) count in every total but are not listed. Task data covers 94% of the industry's people; the rest are in BLS "all other" groups with no task list, or in counts BLS does not publish.
The tasks with the most hours within reach by the end of 2028
Across the whole industry, on the chosen pace and reliability.
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.Financial Managers704,700 hours94% of the task within reach
- Develop and administer compensation programs, such as merit or incentive pay.Compensation, Benefits, and Job Analysis Specialists666,591 hours90% of the task within reach
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Personal Financial Advisors633,566 hours100% of the task within reach
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.Accountants and Auditors615,547 hours98% of the task within reach
- Develop or analyze information to assess the current or future financial status of firms.Financial Managers574,448 hours96% of the task within reach
- Research employee benefit and health and safety practices, and recommend changes or modifications to existing policies.Compensation, Benefits, and Job Analysis Specialists556,645 hours96% of the task within reach
- Prepare all materials for transactions or execution of deals.Financial and Investment Analysts526,631 hours90% of the task within reach
- Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members.General and Operations Managers510,486 hours99% of the task within reach
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.Financial Managers491,707 hours96% of the task within reach
- Administer employee insurance, pension, and savings plans, working with insurance brokers and plan carriers.Compensation, Benefits, and Job Analysis Specialists480,068 hours100% of the task within reach
Scan a typical company in this industry
The industry's largest jobs, in the proportions BLS counts across the whole industry, at the pay it pays, run through the company scan. A starting point before you have a roster, or a benchmark for the one you have.
Inside this industry
Within reach now and by the end of 2028, long-run pace, four in five.
How it is built: BLS counts the people in each job in this industry; each job's tasks and their lengths give its share within reach at a date; the industry's share is those shares weighted by people. Value is pay times 1.43 for benefits and payroll costs. Seen in Claude use splits today's share by whether Anthropic saw people bring each task to Claude in 2025; other AI tools are not counted. How it works