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.
35,940 people do this job in the US. $65,750 a year.
of the working time. Estimate.
- 67%
- 0%
- 33%
Measured, from Anthropic's usage data (2025). Counts help on part of a task.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 4.4 h long four times in five.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 4%. With Claude Mythos Preview (early), measured in April 2026, 64%. Today's estimate: 66%.
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.
The tasks
Sorted by . 10 tasks from .
| Task | Kind | |||
|---|---|---|---|---|
| Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.Done hourly or more by most who do it. | 26% | 21 min8 min to 50 min | 100%Half by now | |
| Perform clerical tasks, such as answering phones or distributing mail.Done hourly or more by most who do it. AI observed on this task. | 18% | 13 min4 min to 29 min | Stays with people | |
| File, type, or operate standard office machines.Done hourly or more by most who do it. | 16% | 13 min4 min to 25 min | Stays with people | |
| Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.Done daily by most who do it. AI observed on this task. | 8% | 13 min4 min to 38 min | 99%Half by now | |
| Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.Done daily by most who do it. | 8% | 38 min17 min to 1.7 h | 98%Half by now | |
| Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.Done daily by most who do it. | 6% | 17 min8 min to 38 min | 100%Half by now | |
| Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.Done daily by most who do it. | 5% | 29 min13 min to 1.3 h | 99%Half by now | |
| Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.Done daily by most who do it. | 5% | 38 min13 min to 1.3 h | 98%Half by now | |
| Prepare reports summarizing daily transactions and earnings for individual customer accounts.Done daily by most who do it. | 4% | 50 min17 min to 2.5 h | 87%Half by now | |
| Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.Done daily by most who do it. | 4% | 25 min8 min to 1.3 h | 97%Half by now |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
- Securities, Commodities, and Financial Services Sales Agents59% now, 87% by 2028
- New Accounts Clerks61% now, 61% by 2028
- Bookkeeping, Accounting, and Auditing Clerks76% now, 88% by 2028
- Customer Service Representatives67% now, 67% by 2028
- Tellers35% now, 35% by 2028
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel69% now, 88% by 2028
Where this job works
The industry groups that employ the most of it (BLS, May 2025).
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities24,380 people
- Credit Intermediation and Related Activities (5221 and 5223 only)5,060 people
- Management of Companies and Enterprises1,430 people
- Agencies, Brokerages, and Other Insurance Related Activities1,050 people
- Freight Transportation Arrangement900 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025).