Career Overlap Transition record
RecordMove

Education administrator to investment clerk

An education administrator already meets 43% of what the investment clerk role asks for. The move turns on 10 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From education administrator
43 % overlap
Partial match
To investment clerk
12 You already bring
10 Still to learn
32 Skills in the target role2
Learning distance Substantial retraining

56.6/ 100

1 How much of what an investment clerk is expected to do is already part of an education administrator’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the investment clerk role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

An investment clerk role treats 9 of its required skills as things an education administrator already does. You would walk in with these on day one.

  • customer service
  • electronic communication
  • handle financial transactions
  • handle mail
  • maintain records of financial transactions
  • office software

What stands in the way is 10 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 12 skills that carry over, these are the ones fewest other occupations ask for. An investment clerk role needs them, and most people applying for one will not have them already. This is the part of an education administrator background worth leading with.

Skill the target role also needs Area
  • already held handle mail management skills
  • already held deliver correspondence management skills
  • already held use office systems management skills
  • already held electronic communication engineering, manufacturing and construction
  • already held office software information and communication technologies (icts)
  • already held maintain records of financial transactions information skills

All 12 carried skills, including the 9 the investment clerk role treats as required.

Table 3

Table 3 · What you may need to learn

The 20 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier
01 communication, collaboration and creativity 5 required, 2 supplementary
  • still to learn offer financial services required
  • still to learn follow written instructions required
  • still to learn present reports required
  • still to learn provide financial product information required
  • still to learn write work-related reports required
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
02 management skills 4 required, 1 supplementary
  • still to learn disseminate messages to people required
  • still to learn handle paperwork required
  • still to learn organise business documents required
  • still to learn perform office routine activities required
  • optional, not held organise facilities for office personnel optional
03 business, administration and law 1 required, 3 supplementary
  • still to learn banking activities required
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held securities optional
04 information skills 2 supplementary
  • optional, not held ensure proper document management optional
  • optional, not held obtain financial information optional
05 social sciences, journalism and information 1 supplementary
  • optional, not held economics optional
06 working with computers 1 supplementary
  • optional, not held digitise documents optional
Table 4

Table 4 · Where to start

The 3 entries an investment clerk role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 12 skills that carry over
Skill Type
  • already held customer service knowledge
  • already held electronic communication knowledge
  • already held handle financial transactions skill
  • already held handle mail skill
  • already held maintain records of financial transactions skill
  • already held office software knowledge
  • already held perform clerical duties skill
  • already held use different communication channels skill
  • already held use office systems skill
  • already held accounting techniques knowledge
  • already held deliver correspondence skill
  • already held trace financial transactions skill
10 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
  • optional, not held digitise documents optional
  • optional, not held economics optional
  • optional, not held ensure proper document management optional
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held obtain financial information optional
  • optional, not held organise facilities for office personnel optional
  • optional, not held securities optional
20 held skills the investment clerk role does not ask for
Skill Type
  • not needed by the target role accounting knowledge
  • not needed by the target role budgetary principles knowledge
  • not needed by the target role communicate by telephone skill
  • not needed by the target role consult student's support system skill
  • not needed by the target role cooperate with education professionals skill
  • not needed by the target role education administration knowledge
  • not needed by the target role evaluate budgets skill
  • not needed by the target role financial management knowledge
  • not needed by the target role kindergarten school procedures knowledge
  • not needed by the target role maintain contract administration skill
  • not needed by the target role maintain internal communication systems skill
  • not needed by the target role manage budgets skill
  • not needed by the target role manage educational institution's administration skill
  • not needed by the target role manage office facility systems skill
  • not needed by the target role manage school budget skill
  • not needed by the target role primary school procedures knowledge
  • not needed by the target role provide information on education financing skill
  • not needed by the target role provide information on school services skill
  • not needed by the target role secondary school procedures knowledge
  • not needed by the target role student financial aid programmes knowledge
5 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to pick up Tier
  • still to learn banking activities required
  • optional, not held economics optional
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held securities optional
Index
FAQ

Common questions about this move

Can an education administrator become an investment clerk?

Yes, and it is a substantial move. An education administrator already covers 43% of what an investment clerk is expected to do: 12 skills carry over, 9 of which the investment clerk role treats as required.

What skills does an education administrator need to become an investment clerk?

10 required skills are missing, plus 10 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is offer financial services.

How hard is the move from education administrator to investment clerk?

Its learning distance is 56.6 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.