Receptionist to investment clerk
A receptionist already meets 27% of what the investment clerk role asks for. The move turns on 14 required skills not yet in the profile.
69.3/ 100
1 How much of what an investment clerk is expected to do is already part of a receptionist’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 receptionist already does. You would walk in with these on day one.
- customer service
- disseminate messages to people
- handle mail
- use different communication channels
- use office systems
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 9 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 receptionist 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 use office systems management skills
- already held accounting techniques business, administration and law
All 9 carried skills, including the 5 the investment clerk role treats as required.
Table 3 · What you may need to learn
The 23 missing skills fall into 8 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 organise business documents required
- still to learn perform clerical duties required
- still to learn perform office routine activities 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 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
- still to learn office software required
2 further areas 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 offer financial services practise this
- 02 banking activities study this
- 03 electronic communication 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 9 skills that carry over
- already held customer service knowledge
- already held disseminate messages to people skill
- already held handle mail 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 organise facilities for office personnel skill
The 2 learning areas not shown above
- optional, not held economics optional
- optional, not held digitise documents optional
9 supplementary skills, helpful but not required
- optional, not held communicate with banking professionals 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 securities optional
- optional, not held trace financial transactions optional
26 held skills the investment clerk role does not ask for
- not needed by the target role adhere to organisational guidelines skill
- not needed by the target role administer appointments skill
- not needed by the target role assist at check-in skill
- not needed by the target role check tickets at venue entry skill
- not needed by the target role communicate by telephone skill
- not needed by the target role communicate verbal instructions skill
- not needed by the target role company policies knowledge
- not needed by the target role develop documentation in accordance with legal requirements skill
- not needed by the target role disseminate internal communications skill
- not needed by the target role file documents skill
- not needed by the target role greet guests skill
- not needed by the target role handle customer complaints skill
- not needed by the target role handle petty cash skill
- not needed by the target role issue sales invoices skill
- not needed by the target role keep personal administration skill
- not needed by the target role maintain correspondence records skill
- not needed by the target role maintain logbooks skill
- not needed by the target role maintain reception area skill
- not needed by the target role office administration knowledge
- not needed by the target role process booking skill
- not needed by the target role process data skill
- not needed by the target role process payments skill
- not needed by the target role register visitors skill
- not needed by the target role respond to customers' inquiries skill
- not needed by the target role screen clients skill
- not needed by the target role use microsoft office 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
- 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 receptionist
- office clerk 42% covered · substantial
- secretary 38% covered · substantial
- administrative assistant 34% covered · substantial
- post office counter clerk 30% covered · substantial
- hotel concierge 27% covered · substantial
- hospitality establishment receptionist 25% covered · substantial
- usher 23% covered · substantial
- veterinary receptionist 22% covered · career change
Common questions about this move
Can a receptionist become an investment clerk?
Yes, and it is a substantial move. A receptionist already covers 27% of what an investment clerk is expected to do: 9 skills carry over, 5 of which the investment clerk role treats as required.
What skills does a receptionist need to become an investment clerk?
14 required skills are missing, plus 9 optional ones. They fall into 8 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is offer financial services.
How hard is the move from receptionist to investment clerk?
Its learning distance is 69.3 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.