Membership administrator to investment 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.
74.4/ 100
1 How much of what an investment clerk is expected to do is already part of a membership 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 this move works
An investment clerk role treats 5 of its required skills as things a membership administrator already does. You would walk in with these on day one.
- 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 · What you already bring
Of the 5 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 a membership administrator background worth leading with.
- 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 · What you may need to learn
The 27 missing skills fall into 7 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.
- still to learn handle mail required
- still to learn disseminate messages to people required
- still to learn handle financial transactions required
- still to learn handle paperwork required
- still to learn organise business documents required
- still to learn use office systems required
- optional, not held deliver correspondence optional
- optional, not held organise facilities for office personnel optional
- 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 use different communication channels required
- optional, not held communicate with banking professionals optional
- optional, not held communicate with customers optional
- still to learn 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
- still to learn 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
- still to learn electronic communication required
- optional, not held economics optional
1 further area in the appendix
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.
- 01 handle mail practise this
- 02 offer financial services practise this
- 03 banking activities study this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 5 skills that carry over
- 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
- optional, not held digitise documents optional
13 supplementary skills, helpful but not required
- 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
- 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.
- still to learn banking activities required
- still to learn 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
Common questions about this move
Can a membership administrator become an investment clerk?
Yes, and it is a substantial move. A membership administrator already covers 21% of what an investment clerk is expected to do: 5 skills carry over, 5 of which the investment clerk role treats as required.
What skills does a membership administrator need to become an investment clerk?
14 required skills are missing, plus 13 optional ones. They fall into 7 areas of the ESCO skill hierarchy, led by management skills. The single most important is handle mail.
How hard is the move from membership administrator to investment clerk?
Its learning distance is 74.4 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.
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.