AI exposure: 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.
Reading this score
computed52.8% of this occupation's weighted task load is exposed, which puts Brokerage Clerks at the 91th percentile of 923 occupations. The capability is largely there. Its average task scores 3.3 out of 4 on what a current system can produce, and the frictions that hold other jobs in place are comparatively weak here.
What holds the line here is context. Across this occupation's 10 tasks it averages 1.80 out of 3, the highest of the five friction dimensions. In plain terms, the work depends on knowledge the model cannot hold. Much of this job runs on things that were never written down: what this particular organisation does, what happened last week, what the person across the table actually meant. That context is the barrier, and it erodes as systems are given more access.
The most exposed thing this job does is Monitor daily stock prices and compute fluctuations to determine the need for additional..., at 73.3%. The least is Perform clerical tasks, at 38.3%. A gap of 35.0% between two parts of the same job is the reason this index publishes at task level. An occupation-wide number would have hidden both.
Within office and administrative support occupations, this one is less exposed than the median of 55.9% across the group's 51 roles, with 29 scoring higher. Being in an exposed family does not make a particular job exposed, and the reverse holds too.
What would move this score. Of 10 tasks, 10 are currently banded exposed, 0 assisted and 0 untouched. For that distribution to shift materially would take systems being given deeper access to the organisation's own records and history, which is already happening. The score is re-computed every quarter against a fresh capability reference, and the change is published rather than quietly applied.
Task by task
10 tasks, O*NET 31.0| Task | Exposed | Assisted | Untouched | Importance | Band |
|---|---|---|---|---|---|
| Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. | 73.3% | 26.7% | 0.0% | 4.03 | exposed |
| Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. | 73.3% | 26.7% | 0.0% | 3.80 | exposed |
| Prepare reports summarizing daily transactions and earnings for individual customer accounts. | 73.3% | 26.7% | 0.0% | 3.65 | exposed |
| Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. | 60.0% | 40.0% | 0.0% | 3.86 | exposed |
| File, type, or operate standard office machines. | 55.0% | 20.0% | 25.0% | 4.06 | exposed |
| Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. | 50.0% | 25.0% | 25.0% | 4.60 | exposed |
| Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. | 50.0% | 25.0% | 25.0% | 4.04 | exposed |
| Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. | 45.0% | 30.0% | 25.0% | 4.31 | exposed |
| Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. | 45.0% | 30.0% | 25.0% | 3.49 | exposed |
| Perform clerical tasks, such as answering phones or distributing mail. | 38.3% | 11.7% | 50.0% | 4.01 | exposed |
Task text and importance ratings sourced from O*NET 31.0. Shares computed. The occupation score is the importance-weighted mean.
Where the score comes from
judgedEvery task is scored through the standardised work activities it maps to. These are this occupation’s averages on the six rubric dimensions. Capability is what AI can do; the other five are what stands in the way.
| Dimension | Mean | Scale |
|---|---|---|
| Capability | 3.30 | 0-4 |
| Embodiment | 0.45 | 0-3 |
| Presence | 0.35 | 0-3 |
| Accountability | 1.10 | 0-3 |
| Context | 1.80 | 0-3 |
| Verification cost | 1.05 | 0-3 |
What this means in practice
Where most of a role's weighted task load is exposed, the work that survives is usually the part of the job nobody wrote into the job description: deciding what should be produced rather than producing it, and being answerable for the result. The tasks lowest on this page are a better guide to where to spend your time than any general advice about the future of work.
Occupations either side of this one
The four closest scores in the same occupational family, then the four closest anywhere in the index.
Read this carefully. Exposure is not displacement. A high score means current AI systems can produce this work, not that anyone will stop paying a person to do it. Adoption depends on economics, regulation and inertia that this index deliberately does not model. How the score is built.