Office & Administration · Updated Aug 2026

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.

JVS 2.0.0-phase4b
AI Exposure
66/100
High

How much of this occupation’s work can be materially affected by current AI systems.

Replacement Risk
61/100
High

How likely exposure is to translate into reduced human demand.

Includes provisional estimates for AI adoption pressure and labour-market resilience. How this is measured

Evidence quality
Confidence83/100
Task coverage87%

Confidence reflects task coverage, mapping and capability-evidence quality, and how much of the score rests on provisional inputs.

Task-level evidence

What is driving the score?

Occupation scores are built from the task mix—not a single prediction about a job title.

JVS 2.0.0-phase4b
TaskImportanceAI impactExposure
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.High
65
Perform clerical tasks, such as answering phones or distributing mail.High
75
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.High
73
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.Medium
74
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.Medium
73
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.Medium
66
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.High
66
Prepare reports summarizing daily transactions and earnings for individual customer accounts.Medium
66
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.High
38
Most exposed

Where AI can do more

Routine, digitized, and highly repeatable tasks face the greatest pressure.

  1. Perform clerical tasks, such as answering phones or distributing mail.75
  2. Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.74
  3. Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.73
  4. Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.73
Hardest to automate

Where people still matter

These tasks score lowest on automation feasibility—physical presence, judgement, accountability and real-world variability all resist end-to-end automation.

  1. Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.01
  2. Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.02
  3. Perform clerical tasks, such as answering phones or distributing mail.03
  4. Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.04
  5. Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.05
Where else this work leads

Related occupations

Occupations O*NET links to this one. Relatedness reflects shared work, not a claim that these roles are safer.

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Beyond AI capability

Adoption and labour-market outlook

Structural factors are kept separate from raw capability so you can see what actually resists automation. Adoption pressure and labour-market resilience are still provisional models—25% of this occupation’s replacement-risk weight rests on them.

Human dependency61
Physical dependency28
Adoption pressure66
Labour-market resilience52
Methodology & sources

O*NET 30.3 occupational data interpreted through the JobsVsAI capability, automation and structural-constraint models.

Confidence83/100
CalculatedAug 21, 2026
Read methodology →