investment clerk
Code 4312.5
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.
Essential skills
Knowledge
- banking activities
- electronic communication
- office software
- customer service
Skills and competences
- handle paperwork
- handle mail
- offer financial services
- organise business documents
- write work-related reports
- perform office routine activities
- perform clerical duties
- follow written instructions
- disseminate messages to people
- use different communication channels
Transversal competences
- provide financial product information
- handle financial transactions
- maintain records of financial transactions
- present reports
- use office systems
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences