Where an investment clerk can go next
5 destinations recorded, ranked by how much of the target role an investment clerk already meets. The closer to the top of Table 1, the less there is to learn.
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 known as investment administrator, investment secretary, investment assistant.
Clerical support workers 32 skills on file 5 career moves 2 above 60% overlap Closest: insurance clerk, 73%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 2 · A bigger jump
Possible, but expect real retraining rather than a sideways step.
Table 3 · What the job itself asks for
An investment clerk needs 19 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- handle paperwork management skills
- disseminate messages to people management skills
- handle mail management skills
- organise business documents management skills
- offer financial services communication, collaboration and creativity
- perform office routine activities management skills
- provide financial product information communication, collaboration and creativity
- use office systems management skills
- electronic communication engineering, manufacturing and construction
- office software information and communication technologies (icts)
Table 4 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what an investment clerk does. The figure is how much of this job each one brings.
- insurance clerk 65% covered · difficulty 37.1
- back office specialist 50% covered · difficulty 50.9
- education administrator 43% covered · difficulty 56.6
- middle office analyst 41% covered · difficulty 58.6
- foreign exchange cashier 40% covered · difficulty 59
- office clerk 34% covered · difficulty 63.9
- administrative assistant 27% covered · difficulty 69.7
- receptionist 27% covered · difficulty 69.3
- membership administrator 21% covered · difficulty 74.4
Look up another occupation
Investment clerk is filed under Clerical support workers, ISCO major group 4. The full index lists all ten groups.
How these figures were compiled
Overlap is how much of the target role is already part of an investment clerk’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.