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

office clerktoinvestment clerk

A office clerk already meets 34% of what the investment clerk role asks for. The move turns on 13 required skills not yet in the profile.

From office clerk
34%
Overlap1
To investment clerk
12 Skills carried over
13 Required, not held
63.9 Difficulty2
Career overlap Distant match

34%

Learning distance Substantial retraining

63.9/ 100

1 Share of the investment clerk role’s weighted skill requirement already met by the office clerk 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 6 of its required skills as things a office clerk already does. These are the ones it depends on most.

  • disseminate messages to people
  • handle mail
  • organise business documents
  • perform office routine activities
  • use different communication channels
  • use office systems

What stands in the way is 13 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 office clerk background worth leading with.

Skill the target role also needs Area
  • already held organise facilities for office personnel management skills
  • already held disseminate messages to people management skills
  • already held handle mail management skills
  • already held deliver correspondence management skills
  • already held organise business documents management skills
  • already held digitise documents working with computers

All 12 carried skills, including the 6 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 communication, collaboration and creativity 5 required, 1 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
02 management skills 3 required
  • required, not held handle financial transactions required
  • required, not held handle paperwork required
  • required, not held perform clerical duties required
03 business, administration and law 2 required, 3 supplementary
  • required, not held customer service required
  • 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 1 required, 2 supplementary
  • required, not held maintain records of financial transactions required
  • 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 information and communication technologies (icts) 1 required
  • required, not held office software required

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 12 skills that carry over
Skill Type
  • already held disseminate messages to people skill
  • already held handle mail skill
  • already held organise business documents skill
  • already held perform office routine activities skill
  • already held use different communication channels skill
  • already held use office systems skill
  • already held accounting techniques knowledge
  • already held communicate with customers skill
  • already held deliver correspondence skill
  • already held digitise documents skill
  • already held ensure proper document management skill
  • already held organise facilities for office personnel skill
The 1 learning area not shown above
Skill to acquire Tier
07 social sciences, journalism and information 1 supplementary
  • optional, not held economics optional
7 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held communicate with banking professionals optional
  • optional, not held economics optional
  • optional, not held financial markets optional
  • optional, not held financial products optional
  • optional, not held obtain financial information optional
  • optional, not held securities optional
  • optional, not held trace financial transactions optional
36 held skills the investment clerk role does not ask for
Skill Type
  • not needed by the target role align content with form skill
  • not needed by the target role apply grammar and spelling rules skill
  • not needed by the target role communicate by telephone skill
  • not needed by the target role communicate with customer service department skill
  • not needed by the target role company policies knowledge
  • not needed by the target role disseminate internal communications skill
  • not needed by the target role document sharing procedures knowledge
  • not needed by the target role draft corporate emails skill
  • not needed by the target role facilitate access to information skill
  • not needed by the target role file documents skill
  • not needed by the target role fill out forms skill
  • not needed by the target role handle delivered packages skill
  • not needed by the target role information confidentiality knowledge
  • not needed by the target role issue sales invoices skill
  • not needed by the target role keep records of customer interaction skill
  • not needed by the target role maintain correspondence records skill
  • not needed by the target role maintain internal communication systems skill
  • not needed by the target role maintain inventory of office supplies skill
  • not needed by the target role manage digital archives skill
  • not needed by the target role manage digital documents skill
  • not needed by the target role monitor staff absences skill
  • not needed by the target role perform cleaning duties skill
  • not needed by the target role prepare correspondence for customers skill
  • not needed by the target role process commissioned instructions skill
  • not needed by the target role process customer orders skill
  • not needed by the target role process data skill
  • not needed by the target role respect data protection principles skill
  • not needed by the target role route correspondence to business departments skill
  • not needed by the target role serve beverages skill
  • not needed by the target role transcription methods knowledge
  • not needed by the target role translate keywords into full texts skill
  • not needed by the target role use free typing techniques skill
  • not needed by the target role use microsoft office skill
  • not needed by the target role use personal organization software skill
  • not needed by the target role use software for data preservation skill
  • not needed by the target role use spreadsheets software skill
8 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 customer service required
  • required, not held banking activities required
  • required, not held electronic communication required
  • required, not held office software required
  • 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 office clerk

Full index of moves from office clerk

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.