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

investment clerktoback office specialist

A investment clerk already meets 45% of what the back office specialist role asks for. The move turns on 9 required skills not yet in the profile.

From investment clerk
45%
Overlap1
To back office specialist
15 Skills carried over
9 Required, not held
55.6 Difficulty2
Career overlap Partial match

45%

Learning distance Substantial retraining

55.6/ 100

1 Share of the back office specialist role’s weighted skill requirement already met by the investment clerk 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 back office specialist role treats 8 of its required skills as things a investment clerk already does. These are the ones it depends on most.

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

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 back office specialist role needs them, and most people applying for one will not have them already. This is the part of a investment clerk 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 8 the back office specialist role treats as required.

Table 3

Table 3 · What you would need to learn

The 20 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 manage administrative systems required
  • required, not held coordinate operational activities required
  • required, not held manage financial aspects of a company required
  • required, not held process payments required
  • optional, not held manage loan administration optional
  • optional, not held manage staff optional
02 business, administration and law 3 required, 2 supplementary
  • required, not held office administration required
  • required, not held business processes required
  • required, not held financial management required
  • optional, not held principles of insurance optional
  • optional, not held project management optional
03 information skills 1 required, 2 supplementary
  • required, not held monitor company policy required
  • optional, not held maintain contract administration optional
  • optional, not held provide support in financial calculation optional
04 assisting and caring 1 required, 1 supplementary
  • required, not held comply with legal regulations required
  • optional, not held apply company policies optional
05 communication, collaboration and creativity 2 supplementary
  • optional, not held advise on financial matters optional
  • optional, not held manage contracts optional
06 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held statistics optional

1 further area in the appendix

Table 4

Table 4 · Where to start

The 3 entries a back office specialist 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 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 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 handle financial transactions skill
  • already held obtain financial information skill
  • already held present reports 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 use spreadsheets software optional
11 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held manage loan administration optional
  • optional, not held principles of insurance optional
  • optional, not held project management optional
  • optional, not held advise on financial matters optional
  • optional, not held apply company policies optional
  • optional, not held maintain contract administration optional
  • optional, not held manage contracts optional
  • optional, not held manage staff optional
  • optional, not held provide support in financial calculation optional
  • optional, not held statistics optional
  • optional, not held use spreadsheets software optional
17 held skills the back office specialist role does not ask for
Skill Type
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role communicate with customers skill
  • not needed by the target role customer service knowledge
  • not needed by the target role deliver correspondence skill
  • not needed by the target role digitise documents skill
  • not needed by the target role disseminate messages to people skill
  • not needed by the target role economics knowledge
  • not needed by the target role electronic communication knowledge
  • not needed by the target role ensure proper document management skill
  • not needed by the target role financial markets knowledge
  • not needed by the target role follow written instructions skill
  • not needed by the target role handle mail skill
  • not needed by the target role organise business documents skill
  • not needed by the target role organise facilities for office personnel skill
  • not needed by the target role perform office routine activities skill
  • not needed by the target role use different communication channels skill
  • not needed by the target role write work-related reports skill
6 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 office administration required
  • required, not held business processes required
  • required, not held financial management required
  • optional, not held principles of insurance optional
  • optional, not held project management optional
  • optional, not held statistics optional
Index

Other moves recorded from investment clerk

Full index of moves from investment clerk

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.