Financial Specialists, All Other, task by task.

The work this job is made of, grouped and scored on how much of its output software can produce today, then linked to what addresses it. What is left over is the job.

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SOC code
13-2099.00
Activities scored
6
Activities an agent can take on
5
Grounded in
O*NET 30.3
The tasks · Financial Specialists, All OtherSOC 13-2099.00
Financial analysis and reporting
85% · agentMostly automatable
Data processing and reconciliation
82% · agentMostly automatable
Research and documentation
80% · agentMostly automatable
Correspondence and communication
78% · agentMostly automatable
Strategic planning support
75% · agentMostly automatable
Client relationship management
35% · you keepPartly automatable
The team5 agents · 5 need no setup
Financial Analysis Agent
Sheets · Docs · Web
● No integration needed
Data Processing Agent
Sheets · Docs · Search
● No integration needed
Research Agent
Web · Search · Docs
● No integration needed
Communication Agent
Email · Docs · Chat
● No integration needed
Planning Agent
Docs · Sheets · Web
● No integration needed
You keep this
Final approval of financial recommendations and strategiesRegulatory compliance accountability and sign-offsHigh-stakes client negotiations and relationship ownershipInvestment decision authority and fiduciary responsibility

Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.

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