Table 1Transition record

administrative assistanttoinvestment clerk

A administrative assistant already meets 27% of what the investment clerk role asks for. The move turns on 14 required skills not yet in the profile.

From administrative assistant

27%

Overlap1

To investment clerk

9 Skills carried over

14 Required, not held

69.7 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 69.7

This move: 69.7 of 100 · substantial

1 Share of the investment clerk role’s weighted skill requirement already met by the administrative assistant profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 9 skills that carry over, these are the ones fewest other occupations ask for. A investment clerk role needs them, and most people applying for one will not have them already. This is the part of a administrative assistant background worth leading with.

Skill the target role also needs Area

already held organise facilities for office personnel management skills
already held disseminate messages to people management skills
already held handle mail management skills
already held deliver correspondence management skills
already held organise business documents management skills
already held perform office routine activities management skills

All 9 carried skills, including the 5 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 23 missing skills fall into 8 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 communication, collaboration and creativity 6 required, 2 supplementary

required, not held offer financial services required
required, not held follow written instructions required
required, not held present reports required
required, not held provide financial product information required
required, not held use different communication channels required
required, not held write work-related reports required

optional, not held communicate with banking professionals optional
optional, not held communicate with customers optional

02 management skills 3 required

required, not held handle financial transactions required
required, not held handle paperwork required
required, not held perform clerical duties required

03 business, administration and law 2 required, 3 supplementary

required, not held customer service required
required, not held banking activities required

optional, not held financial markets optional
optional, not held financial products optional
optional, not held securities optional

04 information skills 1 required, 2 supplementary

required, not held maintain records of financial transactions required

optional, not held obtain financial information optional
optional, not held trace financial transactions optional

05 engineering, manufacturing and construction 1 required

required, not held electronic communication required

06 information and communication technologies (icts) 1 required

required, not held office software required

2 further areas in the appendix

Table 4

Table 4 · Where to start

The 3 entries a investment clerk role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 9 skills that carry over

Skill Type

already held disseminate messages to people skill
already held handle mail skill
already held organise business documents skill
already held perform office routine activities skill
already held use office systems skill
already held accounting techniques knowledge
already held deliver correspondence skill
already held ensure proper document management skill
already held organise facilities for office personnel skill

The 2 learning areas not shown above

Skill to acquire Tier

07 social sciences, journalism and information 1 supplementary

optional, not held economics optional

08 working with computers 1 supplementary

optional, not held digitise documents optional

9 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held communicate with banking professionals optional
optional, not held communicate with customers optional
optional, not held digitise documents optional
optional, not held economics optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held obtain financial information optional
optional, not held securities optional
optional, not held trace financial transactions optional

32 held skills the investment clerk role does not ask for

Skill Type

not needed by the target role business communication knowledge
not needed by the target role company policies knowledge
not needed by the target role coordinate events skill
not needed by the target role create import-export commercial documentation skill
not needed by the target role disseminate general corporate information skill
not needed by the target role disseminate internal communications skill
not needed by the target role draft corporate emails skill
not needed by the target role file documents skill
not needed by the target role fill out forms skill
not needed by the target role fix meetings skill
not needed by the target role handle petty cash skill
not needed by the target role issue sales invoices skill
not needed by the target role keep task records skill
not needed by the target role liaise with managers skill
not needed by the target role maintain internal communication systems skill
not needed by the target role maintain inventory of office supplies skill
not needed by the target role maintain statutory books skill
not needed by the target role manage digital documents skill
not needed by the target role manage personnel agenda skill
not needed by the target role monitor staff absences skill
not needed by the target role organise travel arrangements for staff skill
not needed by the target role perform business research skill
not needed by the target role plan schedule skill
not needed by the target role prepare presentation material skill
not needed by the target role process commissioned instructions skill
not needed by the target role provide customer follow-up services skill
not needed by the target role respect data protection principles skill
not needed by the target role speak different languages skill
not needed by the target role transcription methods knowledge
not needed by the target role use microsoft office skill
not needed by the target role use personal organization software skill
not needed by the target role use spreadsheets software skill

8 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier

required, not held customer service required
required, not held banking activities required
required, not held electronic communication required
required, not held office software required
optional, not held economics optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held securities optional

Index

Other moves recorded from administrative assistant

Full index of moves from administrative assistant

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.