# Competences — investment clerk

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2).

## Essential

- **banking activities** (knowledge)
- **customer service** (knowledge)
- **disseminate messages to people** (skill/competence)
- **electronic communication** (knowledge)
- **follow written instructions** (skill/competence)
- **handle financial transactions** (skill/competence)
- **handle mail** (skill/competence)
- **handle paperwork** (skill/competence)
- **maintain records of financial transactions** (skill/competence)
- **offer financial services** (skill/competence)
- **office software** (knowledge)
- **organise business documents** (skill/competence)
- **perform clerical duties** (skill/competence)
- **perform office routine activities** (skill/competence)
- **present reports** (skill/competence)
- **provide financial product information** (skill/competence)
- **use different communication channels** (skill/competence)
- **use office systems** (skill/competence)
- **write work-related reports** (skill/competence)

## Optional

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

<!-- market-evidence -->

## Market evidence (job-ad analysis, 9 ads, as of 2026-07-14)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

### Hard skills

- account administration — **22 %**
- fund administration — **22 %**
- nav package review — **22 %**
- reconciliation — **22 %**
- regulatory compliance — **22 %**
- shadow accounting — **22 %**
- transaction activity review — **22 %**
- valuation processes — **22 %**
- wealth management — **11 %**
- wire transfer preparation — **11 %**
- transaction processing — **11 %**
- workforce management — **11 %**
- record keeping — **11 %**
- record retention — **11 %**
- revenue generation — **11 %**
- risk assessment — **11 %**
- risk management — **11 %**
- sales reporting — **11 %**
- problem resolution — **11 %**
- problem solving — **11 %**
- fatca/crs compliance — **11 %**
- financial analysis — **11 %**
- investor reporting — **11 %**
- investor transaction review — **11 %**
- invoice submission — **11 %**
- investment operations — **11 %**
- financial services — **11 %**
- aml/kyc compliance — **11 %**
- audit preparation — **11 %**
- audit request preparation — **11 %**
- account onboarding — **11 %**
- account paperwork preparation — **11 %**
- account processing — **11 %**
- bank account reconciliation — **11 %**
- brokerage operations — **11 %**
- client onboarding — **11 %**
- client relations management — **11 %**
- client relationship management — **11 %**
- client reporting — **11 %**
- client account administration — **11 %**
- compliance documentation — **11 %**
- compliance maintenance — **11 %**
- customer service — **11 %**
- data analysis — **11 %**
- data entry — **11 %**

### Methods

- BCP (business continuity planning) — **11 %**
- periodic investment planning — **11 %**
- loss prevention program — **11 %**
- required minimum distribution processing — **11 %**

### Responsibilities

- client communication — **33 %**
- audit process coordination — **22 %**
- account maintenance — **22 %**
- performance reporting — **22 %**
- fund administrator coordination — **22 %**
- valuation preparation — **22 %**
- transfer processing — **11 %**
- workflow management — **11 %**
- relationship building — **11 %**
- report preparation — **11 %**
- transaction input — **11 %**
- transaction instruction review — **11 %**
- strategy implementation — **11 %**
- subscription proceeds follow-up — **11 %**
- system problem oversight — **11 %**
- trading requests — **11 %**
- funds processing — **11 %**
- general investor requests — **11 %**
- financial data preparation — **11 %**
- internal control maintenance — **11 %**
- investment activity reporting — **11 %**
- legal document review — **11 %**
- investor communication — **11 %**
- issue resolution — **11 %**
- performance distribution — **11 %**
- personnel training — **11 %**
- pipeline entry — **11 %**
- procedure review — **11 %**
- problem resolution — **11 %**
- office maintenance — **11 %**
- operations coordination — **11 %**
- appointment scheduling — **11 %**
- audit support — **11 %**
- account reporting — **11 %**
- account opening — **11 %**
- account opening processing — **11 %**
- account paperwork handling — **11 %**
- client correspondence — **11 %**
- discrepancy notification — **11 %**
- document management — **11 %**
- documentation verification — **11 %**
- exception handling — **11 %**
- case submission — **11 %**
- client service — **11 %**
- communication with stakeholders — **11 %**

<!-- market-evidence -->