153 lines
5.3 KiB
Markdown
153 lines
5.3 KiB
Markdown
# Competences — investment clerk
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Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2).
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## Essential
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- **banking activities** (knowledge)
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- **customer service** (knowledge)
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- **disseminate messages to people** (skill/competence)
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- **electronic communication** (knowledge)
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- **follow written instructions** (skill/competence)
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- **handle financial transactions** (skill/competence)
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- **handle mail** (skill/competence)
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- **handle paperwork** (skill/competence)
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- **maintain records of financial transactions** (skill/competence)
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- **offer financial services** (skill/competence)
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- **office software** (knowledge)
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- **organise business documents** (skill/competence)
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- **perform clerical duties** (skill/competence)
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- **perform office routine activities** (skill/competence)
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- **present reports** (skill/competence)
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- **provide financial product information** (skill/competence)
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- **use different communication channels** (skill/competence)
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- **use office systems** (skill/competence)
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- **write work-related reports** (skill/competence)
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## Optional
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- accounting techniques (knowledge)
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- communicate with banking professionals (skill/competence)
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- communicate with customers (skill/competence)
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- deliver correspondence (skill/competence)
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- digitise documents (skill/competence)
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- economics (knowledge)
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- ensure proper document management (skill/competence)
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- financial markets (knowledge)
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- financial products (knowledge)
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- obtain financial information (skill/competence)
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- organise facilities for office personnel (skill/competence)
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- securities (knowledge)
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- trace financial transactions (skill/competence)
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<!-- market-evidence -->
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## Market evidence (job-ad analysis, 9 ads, as of 2026-07-14)
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Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
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### Hard skills
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- account administration — **22 %**
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- fund administration — **22 %**
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- nav package review — **22 %**
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- reconciliation — **22 %**
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- regulatory compliance — **22 %**
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- shadow accounting — **22 %**
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- transaction activity review — **22 %**
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- valuation processes — **22 %**
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- wealth management — **11 %**
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- wire transfer preparation — **11 %**
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- transaction processing — **11 %**
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- workforce management — **11 %**
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- record keeping — **11 %**
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- record retention — **11 %**
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- revenue generation — **11 %**
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- risk assessment — **11 %**
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- risk management — **11 %**
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- sales reporting — **11 %**
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- problem resolution — **11 %**
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- problem solving — **11 %**
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- fatca/crs compliance — **11 %**
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- financial analysis — **11 %**
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- investor reporting — **11 %**
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- investor transaction review — **11 %**
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- invoice submission — **11 %**
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- investment operations — **11 %**
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- financial services — **11 %**
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- aml/kyc compliance — **11 %**
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- audit preparation — **11 %**
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- audit request preparation — **11 %**
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- account onboarding — **11 %**
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- account paperwork preparation — **11 %**
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- account processing — **11 %**
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- bank account reconciliation — **11 %**
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- brokerage operations — **11 %**
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- client onboarding — **11 %**
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- client relations management — **11 %**
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- client relationship management — **11 %**
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- client reporting — **11 %**
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- client account administration — **11 %**
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- compliance documentation — **11 %**
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- compliance maintenance — **11 %**
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- customer service — **11 %**
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- data analysis — **11 %**
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- data entry — **11 %**
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### Methods
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- BCP (business continuity planning) — **11 %**
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- periodic investment planning — **11 %**
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- loss prevention program — **11 %**
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- required minimum distribution processing — **11 %**
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### Responsibilities
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- client communication — **33 %**
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- audit process coordination — **22 %**
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- account maintenance — **22 %**
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- performance reporting — **22 %**
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- fund administrator coordination — **22 %**
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- valuation preparation — **22 %**
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- transfer processing — **11 %**
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- workflow management — **11 %**
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- relationship building — **11 %**
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- report preparation — **11 %**
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- transaction input — **11 %**
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- transaction instruction review — **11 %**
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- strategy implementation — **11 %**
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- subscription proceeds follow-up — **11 %**
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- system problem oversight — **11 %**
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- trading requests — **11 %**
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- funds processing — **11 %**
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- general investor requests — **11 %**
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- financial data preparation — **11 %**
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- internal control maintenance — **11 %**
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- investment activity reporting — **11 %**
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- legal document review — **11 %**
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- investor communication — **11 %**
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- issue resolution — **11 %**
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- performance distribution — **11 %**
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- personnel training — **11 %**
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- pipeline entry — **11 %**
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- procedure review — **11 %**
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- problem resolution — **11 %**
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- office maintenance — **11 %**
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- operations coordination — **11 %**
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- appointment scheduling — **11 %**
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- audit support — **11 %**
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- account reporting — **11 %**
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- account opening — **11 %**
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- account opening processing — **11 %**
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- account paperwork handling — **11 %**
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- client correspondence — **11 %**
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- discrepancy notification — **11 %**
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- document management — **11 %**
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- documentation verification — **11 %**
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- exception handling — **11 %**
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- case submission — **11 %**
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- client service — **11 %**
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- communication with stakeholders — **11 %**
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<!-- market-evidence -->
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