Investment Clerk Numerical & Material Recording Clerks
SaveWhat Does an Investment Clerk Do?
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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Where Do I Start?
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.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become an Investment Clerk
Essential Skills
Essential Skills
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EssentialCustomer Service knowledge
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.
No book recommendations available yet.
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EssentialOffice Software knowledge
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
Recommended Books
2 books -
EssentialBanking Activities knowledge
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 …
Recommended Books
1 book -
EssentialElectronic Communication knowledge
Data communication performed through digital means such as computers, telephone or e-mail.
Recommended Books
1 book -
EssentialDisseminate Messages To People skill
Receive, process, and pass messages to people coming from phone calls, faxes, postal, and emails.
Course recommendations coming soon.
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EssentialHandle Financial Transactions skill
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.
Course recommendations coming soon.
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EssentialHandle Mail skill
Handle mail considering data protection issues, health and safety requirements, and specifications of different kinds of mail.
Course recommendations coming soon.
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EssentialHandle Paperwork skill
Handle work-related paperwork ensuring that all relevant requirements are met.
Course recommendations coming soon.
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EssentialMaintain Records Of Financial Transactions skill
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Course recommendations coming soon.
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EssentialOffer Financial Services skill
Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.
Course recommendations coming soon.
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EssentialOrganise Business Documents skill
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
Course recommendations coming soon.
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EssentialPerform Clerical Duties skill
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
Course recommendations coming soon.
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EssentialPerform Office Routine Activities skill
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.
Course recommendations coming soon.
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EssentialPresent Reports skill
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
Course recommendations coming soon.
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EssentialProvide Financial Product Information skill
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Course recommendations coming soon.
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EssentialUse Different Communication Channels skill
Make 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.
Course recommendations coming soon.
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EssentialUse Office Systems skill
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 …
Course recommendations coming soon.
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EssentialWrite Work-related Reports skill
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 …
Course recommendations coming soon.
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EssentialImplement Instructions skill
Being able to implement written or oral instructions.
Course recommendations coming soon.
Optional Skills (5 of 13 displayed)
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OptionalAccounting Techniques knowledge
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
No book recommendations available yet.
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OptionalEconomics knowledge
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
No book recommendations available yet.
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OptionalFinancial Markets knowledge
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
No book recommendations available yet.
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OptionalFinancial Products knowledge
The 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.
No book recommendations available yet.
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OptionalSecurities knowledge
The 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 …
No book recommendations available yet.
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OptionalCommunicate With Banking Professionals skill
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …
Course recommendations coming soon.
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OptionalCommunicate With Customers skill
Respond 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.
Course recommendations coming soon.
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OptionalDeliver Correspondence skill
Distribute mail correspondence, newspapers, packages and private messages to customers.
Course recommendations coming soon.
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OptionalDigitise Documents skill
Load analog documents by converting them into a digital format, using specialised hardware and software.
Course recommendations coming soon.
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OptionalEnsure Proper Document Management skill
Guarantee 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 documents are …
Course recommendations coming soon.
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OptionalObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
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OptionalTrace Financial Transactions skill
Observe, 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 mismanagement.
Course recommendations coming soon.
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OptionalOrganise Facilities For Office Personnel skill
Manage the booking schedule for conferences and meetings of internal or external nature. Shop around and book reservations for travelling or hosting for office personnel.
Course recommendations coming soon.