Office clerk to investment clerk
An 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.
63.9/ 100
1 How much of what an investment clerk is expected to do is already part of an office clerk’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 6 of its required skills as things an office clerk already does. You would walk in with these on day one.
- 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 · 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 office clerk background worth leading with.
- 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 · What you may need to learn
The 20 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 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
- still to learn handle financial transactions required
- still to learn handle paperwork required
- still to learn perform clerical duties required
- still to learn customer service required
- still to learn banking activities required
- 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 obtain financial information optional
- optional, not held trace financial transactions optional
- still to learn electronic communication required
- still to learn office software required
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 customer service study 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 12 skills that carry over
- 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
- optional, not held economics optional
7 supplementary skills, helpful but not required
- 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
- 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.
- still to learn customer service required
- still to learn banking activities required
- still to learn electronic communication required
- still to learn 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
Other moves recorded from office clerk
- administrative assistant 68% covered · moderate
- secretary 64% covered · moderate
- file clerk 55% covered · moderate
- receptionist 46% covered · moderate
- typist 46% covered · moderate
- foreign language correspondence clerk 44% covered · moderate
- management assistant 36% covered · substantial
- billing clerk 31% covered · substantial
Common questions about this move
Can an office clerk become an investment clerk?
Yes, and it is a substantial move. An office clerk already covers 34% of what an investment clerk is expected to do: 12 skills carry over, 6 of which the investment clerk role treats as required.
What skills does an office clerk need to become an investment clerk?
13 required skills are missing, plus 7 optional ones. They fall into 7 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is customer service.
How hard is the move from office clerk to investment clerk?
Its learning distance is 63.9 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.