ISCO Occupation Group 4312.5 Investment Clerk
From Open Risk Manual
Definition
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.
Essential Skills
- Maintain Records Of Financial Transactions
- Perform Clerical Duties
- Handle Financial Transactions
- Banking Activities
- Disseminate Messages To People
- Perform Office Routine Activities
- Use Office Systems
- Handle Mail
- Present Reports
- Offer Financial Services
- Office Software
- Provide Financial Product Information
- Electronic Communication
- Handle Paperwork
- Write Work-Related Reports
- Organise Business Documents
- Customer Service
- Use Different Communication Channels
- Implement Instructions
Optional Skills
- Digitise Documents
- Communicate With Customers
- Ensure Proper Document Management
- Financial Markets
- Obtain Financial Information
- Accounting Techniques
- Organise Facilities For Office Personnel
- Economics
- Financial Products
- Communicate With Banking Professionals
- Deliver Correspondence
- Trace Financial Transactions
- Securities
Alternative Names
- Investment Secretaries
- Investment Secretary
- Investment Administrators
- Investment Assistant
- Investment Assistants
- Investment Administrator
