Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

education administratortoinvestment clerk

A 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.

From education administrator
43%
Overlap1
To investment clerk
12 Skills carried over
10 Required, not held
56.6 Difficulty2
Career overlap Partial match

43%

Learning distance Substantial retraining

56.6/ 100

1 Share of the investment clerk role’s weighted skill requirement already met by the education administrator profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Why

Why this move works

A investment clerk role treats 9 of its required skills as things a education administrator already does. These are the ones it depends on most.

  • 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. A investment clerk role needs them, and most people applying for one will not have them already. This is the part of a 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 would need to learn

The 20 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 communication, collaboration and creativity 5 required, 2 supplementary
  • required, not held offer financial services required
  • required, not held follow written instructions required
  • required, not held present reports required
  • required, not held provide financial product information required
  • required, not held 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
  • required, not held disseminate messages to people required
  • required, not held handle paperwork required
  • required, not held organise business documents required
  • required, not held perform office routine activities required
  • optional, not held organise facilities for office personnel optional
03 business, administration and law 1 required, 3 supplementary
  • required, not held 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 a 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 acquire 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 acquire Tier
  • required, not held 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
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.