investment clerk (EN)
ISCO 4312 · v1.2.1
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.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- investment secretary
- investment assistant
- investment administrator
Skills and knowledge
Essential (EN) · 19
- customer service
- handle paperwork
- banking activities
- organise business documents
- use different communication channels
- follow written instructions
- maintain records of financial transactions
- use office systems
- handle mail
- perform office routine activities
- disseminate messages to people
- write work-related reports
- perform clerical duties
- office software
- present reports
- electronic communication
- offer financial services
- provide financial product information
- handle financial transactions
Optional (EN) · 13
- trace financial transactions
- financial products
- communicate with customers
- digitise documents
- communicate with banking professionals
- obtain financial information
- securities
- accounting techniques
- economics
- financial markets
- ensure proper document management
- organise facilities for office personnel
- deliver correspondence
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