receptionisttoinvestment clerk
A receptionist already meets 27% of what the investment clerk role asks for. The move turns on 14 required skills not yet in the profile.
27%
69.3/ 100
1 Share of the investment clerk role’s weighted skill requirement already met by the receptionist 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 this move works
A investment clerk role treats 5 of its required skills as things a receptionist already does. These are the ones it depends on most.
- customer service
- disseminate messages to people
- handle mail
- use different communication channels
- use office systems
What stands in the way is 14 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
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 receptionist background worth leading with.
- 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 use office systems management skills
- already held accounting techniques business, administration and law
All 9 carried skills, including the 5 the investment clerk role treats as required.
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.
- 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 write work-related reports required
- optional, not held communicate with banking professionals optional
- required, not held handle financial transactions required
- required, not held handle paperwork required
- required, not held organise business documents required
- required, not held perform clerical duties required
- required, not held perform office routine activities required
- required, not held banking activities required
- optional, not held financial markets optional
- optional, not held financial products optional
- optional, not held securities optional
- required, not held maintain records of financial transactions required
- optional, not held ensure proper document management optional
- optional, not held obtain financial information optional
- optional, not held trace financial transactions optional
- required, not held electronic communication required
- required, not held office software required
2 further areas in the appendix
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.
- 01 offer financial services skill · sector specific
- 02 banking activities knowledge · cross sector
- 03 electronic communication knowledge · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 9 skills that carry over
- already held customer service knowledge
- already held disseminate messages to people skill
- already held handle mail skill
- already held use different communication channels skill
- already held use office systems skill
- already held accounting techniques knowledge
- already held communicate with customers skill
- already held deliver correspondence skill
- already held organise facilities for office personnel skill
The 2 learning areas not shown above
- optional, not held economics optional
- optional, not held digitise documents optional
9 supplementary skills, helpful but not required
- optional, not held communicate with banking professionals 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 financial products optional
- optional, not held obtain financial information optional
- optional, not held securities optional
- optional, not held trace financial transactions optional
26 held skills the investment clerk role does not ask for
- not needed by the target role adhere to organisational guidelines skill
- not needed by the target role administer appointments skill
- not needed by the target role assist at check-in skill
- not needed by the target role check tickets at venue entry skill
- not needed by the target role communicate by telephone skill
- not needed by the target role communicate verbal instructions skill
- not needed by the target role company policies knowledge
- not needed by the target role develop documentation in accordance with legal requirements skill
- not needed by the target role disseminate internal communications skill
- not needed by the target role file documents skill
- not needed by the target role greet guests skill
- not needed by the target role handle customer complaints 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 personal administration skill
- not needed by the target role maintain correspondence records skill
- not needed by the target role maintain logbooks skill
- not needed by the target role maintain reception area skill
- not needed by the target role office administration knowledge
- not needed by the target role process booking skill
- not needed by the target role process data skill
- not needed by the target role process payments skill
- not needed by the target role register visitors skill
- not needed by the target role respond to customers' inquiries skill
- not needed by the target role screen clients skill
- not needed by the target role use microsoft office skill
7 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- 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
Other moves recorded from receptionist
- office clerk 42% covered · substantial
- secretary 38% covered · substantial
- administrative assistant 34% covered · substantial
- post office counter clerk 30% covered · substantial
- hotel concierge 27% covered · substantial
- hospitality establishment receptionist 25% covered · substantial
- usher 23% covered · substantial
- veterinary receptionist 22% covered · career change
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.