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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- Conventional / Enterprising
- 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.
- 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.
- 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.
- 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.
- Perform clerical duties
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
- 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.
- 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.
- Disseminate messages to people
Receive, process, and pass messages to people coming from phone calls, faxes, postal, and emails.
- Handle paperwork
Handle work-related paperwork ensuring that all relevant requirements are met.
- 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.
- Present reports
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
- 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.
- Implement instructions
Being able to implement written or oral instructions.
- 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.
- Handle mail
Handle mail considering data protection issues, health and safety requirements, and specifications of different kinds of mail.
- Organise business documents
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
- Provide financial product information
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.