Job Check

Brokerage Clerks

US evidence · AI already used for 2 of 10 main tasks · Check another job

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.

10 main tasks · most important first

Your main tasks and AI

Importance
  1. 01Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.AI could speed this up, with extra tools
  2. 02Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.People already use AI for this at work
  3. 03File, type, or operate standard office machines.AI could speed this up a lot
  4. 04Perform clerical tasks, such as answering phones or distributing mail.People already use AI for this at work
  5. 05Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.AI could speed this up a lot
  6. 06Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.AI could speed this up, with extra tools
  7. 07Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.AI could speed this up, with extra tools
  8. 08Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.AI could speed this up, with extra tools
  9. 09Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.AI could speed this up, with extra tools
  10. 10Prepare reports summarizing daily transactions and earnings for individual customer accounts.AI could speed this up, with extra tools

Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.

We count only the page and your answer.Thank you. We counted only this page and your answer.

Checked O*NET 31.0, August 2026Corrections