investment-clerk/references/skills.md

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 (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 %