AITakeover Tracker
Awaiting Assessment

Brokerage Clerks

Also known as: Account Administrator, Broker Assistant, Brokerage Agent, Brokerage Assistant, Brokerage Associate, Brokerage Coordinator, Brokerage Purchase-and-Sale Clerk, Client Administrator, Client Associate, Client Service Associate

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.

Education & Training

Percentage of workers at each education and training level

Education Level

High School Diploma29%
Post-Secondary Certificate20%
Associate's Degree13%
Bachelor's Degree38%

Prior Experience Needed

Work experience required to enter this job

None6%
3-6 months17%
1-2 years41%
2-4 years24%
4-6 years1%
Over 10 years11%

Training Provided After Hiring

How long it typically takes to learn on the job

None3%
Up to 1 month2%
1-3 months16%
3-6 months36%
6 months - 1 year42%
2-4 years1%

How AI Impacts Each Task

10 tasks analyzed

Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.

Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.

File, type, or operate standard office machines.

Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.

Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.

Essential Soft Skills

Traits that are hard for AI to replicate

DependabilityIntegrityAttention to DetailAnalytical ThinkingStress ToleranceSelf ControlPersistenceInitiativeIndependenceAdaptability/FlexibilityAchievement/EffortInnovation

Wage & Employment (2024)

Median Wage

$62,940

per year

Mean Wage

$67,680

per year

Employment

40K

workers

Wage Range

$47,730 - $91,650

10th - 90th pct

Wage Distribution

$47,730Median: $62,940$91,650
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Awaiting Assessment

This occupation has 10 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.