investment clerk

Description

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.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

electronic communication customer service banking activities office software

OPTIONALAdjacent knowledge that strengthens fit

financial products accounting techniques financial markets economics securities

Practical Skills

ESSENTIALApplied skills & competences

handle paperwork use office systems use different communication channels handle mail offer financial services handle financial transactions provide financial product information perform office routine activities write work-related reports follow written instructions disseminate messages to people organise business documents perform clerical duties present reports maintain records of financial transactions

OPTIONALOptional competences

organise facilities for office personnel obtain financial information trace financial transactions digitise documents communicate with banking professionals communicate with customers ensure proper document management deliver correspondence