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

membership administratortoinvestment clerk

A membership administrator already meets 21% of what the investment clerk role asks for. The move turns on 14 required skills not yet in the profile.

From membership administrator
21%
Overlap1
To investment clerk
5 Skills carried over
14 Required, not held
74.4 Difficulty2
Career overlap Distant match

21%

Learning distance Substantial retraining

74.4/ 100

1 Share of the investment clerk role’s weighted skill requirement already met by the membership 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 5 of its required skills as things a membership administrator already does. These are the ones it depends on most.

  • customer service
  • office software
  • perform clerical duties
  • perform office routine activities
  • write work-related reports

What stands in the way is 14 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 5 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 membership administrator background worth leading with.

Skill the target role also needs Area
  • already held perform office routine activities management skills
  • already held office software information and communication technologies (icts)
  • already held perform clerical duties management skills
  • already held customer service business, administration and law
  • already held write work-related reports communication, collaboration and creativity

All 5 carried skills, including the 5 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 27 missing skills fall into 7 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 management skills 6 required, 2 supplementary
  • required, not held handle mail required
  • required, not held disseminate messages to people required
  • required, not held handle financial transactions required
  • required, not held handle paperwork required
  • required, not held organise business documents required
  • required, not held use office systems required
  • optional, not held deliver correspondence optional
  • optional, not held organise facilities for office personnel optional
02 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 use different communication channels required
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
03 business, administration and law 1 required, 4 supplementary
  • required, not held banking activities required
  • optional, not held accounting techniques optional
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held securities optional
04 information skills 1 required, 3 supplementary
  • required, not held maintain records of financial transactions required
  • optional, not held ensure proper document management optional
  • optional, not held obtain financial information optional
  • optional, not held trace financial transactions optional
05 engineering, manufacturing and construction 1 required
  • required, not held electronic communication required
06 social sciences, journalism and information 1 supplementary
  • optional, not held economics optional

1 further area in the appendix

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 5 skills that carry over
Skill Type
  • already held customer service knowledge
  • already held office software knowledge
  • already held perform clerical duties skill
  • already held perform office routine activities skill
  • already held write work-related reports skill
The 1 learning area not shown above
Skill to acquire Tier
07 working with computers 1 supplementary
  • optional, not held digitise documents optional
13 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held accounting techniques optional
  • optional, not held communicate with banking professionals optional
  • optional, not held communicate with customers optional
  • optional, not held deliver correspondence 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
  • optional, not held trace financial transactions optional
17 held skills the investment clerk role does not ask for
Skill Type
  • not needed by the target role complete membership administration skill
  • not needed by the target role deal with pressure from unexpected circumstances skill
  • not needed by the target role develop campaigns skill
  • not needed by the target role develop professional network skill
  • not needed by the target role handle complaints skill
  • not needed by the target role handle customer complaints skill
  • not needed by the target role make independent operating decisions skill
  • not needed by the target role manage members skill
  • not needed by the target role manage membership database skill
  • not needed by the target role meet deadlines skill
  • not needed by the target role process payments skill
  • not needed by the target role provide membership service skill
  • not needed by the target role recruit members skill
  • not needed by the target role sales strategies knowledge
  • not needed by the target role stimulate creative processes skill
  • not needed by the target role use communication techniques skill
  • not needed by the target role write leaflets skill
7 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
  • required, not held electronic communication required
  • optional, not held accounting techniques optional
  • optional, not held economics optional
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held securities optional
Index

Other moves recorded from membership administrator

Full index of moves from membership administrator

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.