Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

back office specialisttoinvestment clerk

A back office specialist already meets 50% of what the investment clerk role asks for. The move turns on 9 required skills not yet in the profile.

From back office specialist
50%
Overlap1
To investment clerk
15 Skills carried over
9 Required, not held
50.9 Difficulty2
Career overlap Partial match

50%

Learning distance Real move, short list to learn

50.9/ 100

1 Share of the investment clerk role’s weighted skill requirement already met by the back office specialist 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.

Why

Why this move works

A investment clerk role treats 10 of its required skills as things a back office specialist already does. These are the ones it depends on most.

  • banking activities
  • handle financial transactions
  • handle paperwork
  • maintain records of financial transactions
  • offer financial services
  • office software

What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 15 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 back office specialist background worth leading with.

Skill the target role also needs Area
  • already held handle paperwork management skills
  • already held offer financial services communication, collaboration and creativity
  • already held provide financial product information communication, collaboration and creativity
  • already held use office systems management skills
  • already held office software information and communication technologies (icts)
  • already held maintain records of financial transactions information skills

All 15 carried skills, including the 10 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 missing skills fall into 7 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 management skills 4 required, 2 supplementary
  • required, not held handle mail required
  • required, not held disseminate messages to people required
  • required, not held organise business documents required
  • required, not held perform office routine activities required
  • optional, not held deliver correspondence optional
  • optional, not held organise facilities for office personnel optional
02 communication, collaboration and creativity 3 required, 1 supplementary
  • required, not held follow written instructions required
  • required, not held use different communication channels required
  • required, not held write work-related reports required
  • optional, not held communicate with customers optional
03 business, administration and law 1 required, 2 supplementary
  • required, not held customer service required
  • optional, not held accounting techniques optional
  • optional, not held financial markets optional
04 engineering, manufacturing and construction 1 required
  • required, not held electronic communication required
05 information skills 1 supplementary
  • optional, not held ensure proper document management optional
06 social sciences, journalism and information 1 supplementary
  • optional, not held economics optional

1 further area 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 15 skills that carry over
Skill Type
  • already held banking activities knowledge
  • already held handle financial transactions skill
  • already held handle paperwork skill
  • already held maintain records of financial transactions skill
  • already held offer financial services skill
  • already held office software knowledge
  • already held perform clerical duties skill
  • already held present reports skill
  • already held provide financial product information skill
  • already held use office systems skill
  • already held communicate with banking professionals skill
  • already held financial products knowledge
  • already held obtain financial information skill
  • already held securities knowledge
  • already held trace financial transactions skill
The 1 learning area not shown above
Skill to acquire Tier
07 working with computers 1 supplementary
  • optional, not held digitise documents optional
8 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held accounting techniques optional
  • optional, not held communicate with customers optional
  • optional, not held deliver correspondence optional
  • optional, not held digitise documents optional
  • optional, not held economics optional
  • optional, not held ensure proper document management optional
  • optional, not held financial markets optional
  • optional, not held organise facilities for office personnel optional
20 held skills the investment clerk role does not ask for
Skill Type
  • not needed by the target role advise on financial matters skill
  • not needed by the target role apply company policies skill
  • not needed by the target role business processes knowledge
  • not needed by the target role comply with legal regulations skill
  • not needed by the target role coordinate operational activities skill
  • not needed by the target role financial management knowledge
  • not needed by the target role maintain contract administration skill
  • not needed by the target role manage administrative systems skill
  • not needed by the target role manage contracts skill
  • not needed by the target role manage financial aspects of a company skill
  • not needed by the target role manage loan administration skill
  • not needed by the target role manage staff skill
  • not needed by the target role monitor company policy skill
  • not needed by the target role office administration knowledge
  • not needed by the target role principles of insurance knowledge
  • not needed by the target role process payments skill
  • not needed by the target role project management knowledge
  • not needed by the target role provide support in financial calculation skill
  • not needed by the target role statistics knowledge
  • not needed by the target role use spreadsheets software skill
5 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 electronic communication required
  • optional, not held accounting techniques optional
  • optional, not held economics optional
  • optional, not held financial markets optional
Index

Other moves recorded from back office specialist

Full index of moves from back office specialist

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.