Description
Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company.
EssentialOptional
Theoretical Knowledge
Practical Skills
use office systemsmaintain records of financial transactionsprovide financial product informationperform office routine activitiesfollow written instructionsorganise business documentsperform clerical dutiesdisseminate messages to peoplepresent reportswrite work-related reportsoffer financial serviceshandle paperworkuse different communication channelshandle financial transactionshandle mailensure proper document managementdigitise documentscommunicate with banking professionalsobtain financial informationdeliver correspondenceorganise facilities for office personneltrace financial transactionscommunicate with customers