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Investment clerk

Also called investment secretary, investment assistant, investment administrator

Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company.

Will there be jobs?Yes, good prospects48 jobs to fill by 2035 for every 100 people doing this work today.Numerical and material recording clerksWhat does it pay?About averageFrom about €1,100 (Bulgaria) to €4,900 (Denmark) a month, depending on the country.Estimate · Numerical and material recording clerksWhat do I need to study?Upper secondary or vocational6 in 10 finished upper secondary or vocational training. 3 in 10 train through vocational routes.Numerical and material recording clerksWill AI change it?StronglyLevel 6 of 6. AI could take on part of most tasks, but none fully.Statistical, finance and insurance clerks · ILO

What you'd do

Statistical, finance and insurance clerks · ILO
  • Processing insurance enrolments, cancellations, claims transactions, policy changes and payments
  • Obtaining and compiling statistical or actuarial data based on routine or special sources of information
  • Calculating totals, averages, percentages and other details and presenting them in the required tabular form
  • Preparing financial documents, and calculating interest or brokerage charges and stamp duties payable
  • Maintaining records of bonds, shares and other securities bought or sold on behalf of clients or employer
Perform clerical dutiesHandle paperworkMaintain records of financial transactionsProvide financial product informationUse office systems+ 10 more essential skills
What the work is like
  • Indoors
  • Sitting most of the day
  • Constant contact with people, including the public
  • Some freedom to decide
  • Usually 40 hours a week
  • Deadlines every day
  • Very repetitive tasks
US data: based on the O*NET profile of the similar US job "Brokerage Clerks"

Will there be jobs?

Yes, good prospects

Many jobs will need filling by 2035.

People working as numerical and material recording clerks in the EU
6.67m6.39m7.91m 201520232035

Solid: measured. Dashed: forecast.

Jobs to fill, 2026–2035
1,236,000 new jobs 1,933,000 replacing leavers
Jobs to fill per 100 people working now
Numerical and material recording clerks48
All jobs29
Right now
5 of 27 countries report a shortage of statistical, finance and insurance clerks, 6 a surplus.
Statistical, finance and insurance clerks · EURES

What does it pay?

About average

Pay depends a lot on the country: from about €1,100 a month (Bulgaria) to €4,900 (Denmark), before tax.

Pick a country at the top of the page to see typical pay there, for people under 30, and compared with all jobs.

Among clerical support workers in the EU, women earn 9% less per hour than men. Clerical support workers · Eurostat

What do I need to study?

Upper secondary or vocational

Upper secondary or vocational training in finance, banking and insurance is the usual route.

Highest qualification of numerical and material recording clerks (EU, 2025)
Degree 27%Vocational 47%General secondary 13%Basic schooling 13%
Field that teaches it
Finance, banking and insurance
Vocational route, EU
3 in 10 trainees in this field

Pick a country at the top of the page to see where to study and the official course finders.

Will AI change it?

Strongly

AI could take on part of most tasks, but none fully.

How exposed is this job? ILO scale
Very low
Low
Some tasks
Moderate
Significant
High

Average task score 0.64 on a scale from 0 (AI can't do it) to 1 (AI could do it fully).

See the score for each of the 5 tasks
Processing insurance enrolments, cancellations, claims transactions, policy changes and payments0.67
Calculating totals, averages, percentages and other details and presenting them in the required tabular form0.65
Obtaining and compiling statistical or actuarial data based on routine or special sources of information0.65
Maintaining records of bonds, shares and other securities bought or sold on behalf of clients or employer0.64
Preparing financial documents, and calculating interest or brokerage charges and stamp duties payable0.60

Based on what AI could technically do when assessed in 2025. It is not a forecast for a future year, and not a forecast of job losses. Scores for statistical, finance and insurance clerks. Source: ILO (2025), adapted (credits).