Profession 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.

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Personality Type

  • Conventional / Enterprising

Knowledge

  • Customer service

    Processes 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.

  • Office software

    The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.

  • Electronic communication

    Data communication performed through digital means such as computers, telephone or e-mail.

  • Banking activities

    The 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, foreign exchange trading, commodity trading, trading in equities, futures and options trading.

Skills

  • Provide financial product information

    Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

  • Disseminate messages to people

    Receive, process, and pass messages to people coming from phone calls, faxes, postal, and emails.

  • Present reports

    Display results, statistics and conclusions to an audience in a transparent and straightforward way.

  • Perform clerical duties

    Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.

  • Use different communication channels

    Use various types of communication channels such as verbal, handwritten, digital and telephonic communication with the aim of constructing and sharing information and ideas.

  • Implement instructions

    Being able to implement written or oral instructions.

  • Handle paperwork

    Handle work-related paperwork ensuring that all relevant requirements are met.

  • Write work-related reports

    Compose 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 intelligible way so they are comprehensible to a non-expert audience.

  • Perform office routine activities

    Program, 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.

  • Use office systems

    Make 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 includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.

  • Organise business documents

    Put together documents coming from the photocopier, the mail, or the daily operations of businesses.

  • Handle financial transactions

    Administer 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.

  • Maintain records of financial transactions

    Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

  • Handle mail

    Handle mail considering data protection issues, health and safety requirements, and specifications of different kinds of mail.

  • Offer financial services

    Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

Optional knowledge and skills

economics trace financial transactions communicate with customers obtain financial information financial products organise facilities for office personnel financial markets digitise documents securities accounting techniques communicate with banking professionals ensure proper document management deliver correspondence

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