Brokerage Clerks
Office and Administrative SupportAI Impact Assessment
This job may see some changes due to AI, but human skills remain important.
Brokerage Clerks with an AI automation risk score of 60%. Analysis includes 10 core tasks.
Safer Career Paths
New Accounts Clerks
26% AI Risk
Human-centered work and decision ownership.
Customer Service Representatives
42% AI Risk
Higher ambiguity and stakeholder alignment.
Tellers
38% AI Risk
Higher ambiguity and stakeholder alignment.
Key Tasks
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Correspond with customers and confer with coworkers to answer inquiries
Document security transactions
Perform clerical tasks
Prepare forms
Schedule and coordinate transfer and delivery of security certificates between companies
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations
Upskilling Courses
Data Sources
Analysis based on O*NET data