investment clerk
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.
Also called: investment secretary, investment assistant, investment administrator
- 19
- essential skills
- 13
- optional skills
- 8
- related roles
- 4312
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- insurance clerkWhat changes?12 skills in common
- back office specialist8 skills in common
- financial markets back office administrator8 skills in common
- middle office analyst8 skills in common
- property assistant8 skills in common
- foreign exchange cashier7 skills in common
- bank teller6 skills in common
- office clerk6 skills in common
Essential skills
19- banking activities
- customer service
- disseminate messages to people
- electronic communication
- follow written instructions
- handle financial transactions
- handle mail
- handle paperwork
- maintain records of financial transactions
- offer financial services
- office software
- organise business documents
- perform clerical duties
- perform office routine activities
- present reports
- provide financial product information
- use different communication channels
- use office systems
- write work-related reports
Optional skills
13- accounting techniques
- communicate with banking professionals
- communicate with customers
- deliver correspondence
- digitise documents
- economics
- ensure proper document management
- financial markets
- financial products
- obtain financial information
- organise facilities for office personnel
- securities
- trace financial transactions
Definition and skills from ESCO, published by the European Commission. Source concept
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