What skills does a investment clerk need?

A investment clerk needs 18 essential skills including customer service, banking activities, office software, electronic communication, organise business documents. Core competencies include .

Will AI replace investment clerk jobs?

The AI disruption score for investment clerk is 86/100 (very high risk). Some tasks may be automated but the role will evolve rather than disappear entirely.

LogisticsNumerical and material recording clerksISCO 4312

investment clerk

Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company.

European Skills Framework

Skills and knowledge areas required for this occupation based on European classification.

Essential (18)

customer servicecustomer serviceProcesses and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.banking activitiesbanking activitiesThe broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, fo...office softwareoffice softwareThe characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.electronic communicationelectronic communicationData communication performed through digital means such as computers, telephone or e-mail.organise business documentsorganise business documentsPut together documents coming from the photocopier, the mail, or the daily operations of businesses.use different communication channelsuse different communication channelsMake use of various types of communication channels such as verbal, handwritten, digital and telephonic communication with the purpose of constructing and sharing ideas or information.follow written instructionsfollow written instructionsFollow written directions in order to perform a task or carry out a step-by-step procedure.maintain records of financial transactionsmaintain records of financial transactionsCollate all the financial transactions done in the daily operations of a business and record them in their respective accounts.use office systemsuse office systemsMake appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It include...handle mailhandle mailHandle mail considering data protection issues, health and safety requirements, and specifications of different kinds of mail.perform office routine activitiesperform office routine activitiesProgram, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.disseminate messages to peopledisseminate messages to peopleReceive, process, and pass messages to people coming from phone calls, faxes, postal, and emails.write work-related reportswrite work-related reportsCompose work-related reports that support effective relationship management and a high standard of documentation and record keeping. Write and present results and conclusions in a clear and intelligib...perform clerical dutiesperform clerical dutiesPerform administrative tasks such as filing, typing up reports and maintaining mail correspondence.present reportspresent reportsDisplay results, statistics and conclusions to an audience in a transparent and straightforward way.offer financial servicesoffer financial servicesProvide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.provide financial product informationprovide financial product informationGive the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.handle financial transactionshandle financial transactionsAdminister currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

Optional (12)

financial productsfinancial productsThe different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.securitiessecuritiesThe financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities whic...accounting techniquesaccounting techniquesThe techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.economicseconomicsEconomic principles and practices, financial and commodity markets, banking and the analysis of financial data.financial marketsfinancial marketsThe financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.trace financial transactionstrace financial transactionsObserve, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanag...communicate with customerscommunicate with customersRespond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.digitise documentsdigitise documentsLoad analog documents by converting them into a digital format, using specialised hardware and software.obtain financial informationobtain financial informationGather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.ensure proper document managementensure proper document managementGuarantee that the tracking and recording standards and rules for document management are followed, such as ensuring that changes are identified, that documents remain readable and that obsoleted docu...organise facilities for office personnelorganise facilities for office personnelManage the booking schedule for conferences and meetings of internal or external nature. Shop around and book reservations for travelling or hosting for office personnel.deliver correspondencedeliver correspondenceDistribute mail correspondence, newspapers, packages and private messages to customers.