Служащий по инвестиционным операциям — работа в Финляндии
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.
Служащий по инвестиционным операциям - Какие навыки обязательны?
Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.
Handle work-related paperwork ensuring that all relevant requirements are met.
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
Make use of various types of communication channels such as verbal, handwritten, digital and telephonic communication with the purpose of constructing and sharing ideas or information.
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Being able to implement written or oral instructions.
Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.
Handle mail considering data protection issues, health and safety requirements, and specifications of different kinds of mail.
Program, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.
Receive, process, and pass messages to people coming from phone calls, faxes, postal, and emails.
Compose work-related reports that support effective relationship management and a high standard of documentation and record keeping. Write and present results and conclusions in a clear and intelligible way so they are comprehensible to a non-expert audience.
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
Data communication performed through digital means such as computers, telephone or e-mail.
Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Служащий по инвестиционным операциям - Какие навыки полезны, но не обязательны?
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Load analog documents by converting them into a digital format, using specialised hardware and software.
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a client.
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
Guarantee that the tracking and recording standards and rules for document management are followed, such as ensuring that changes are identified, that documents remain readable and that obsoleted documents are not used.
Manage the booking schedule for conferences and meetings of internal or external nature. Shop around and book reservations for travelling or hosting for office personnel.
Distribute mail correspondence, newspapers, packages and private messages to customers.
Другие профессии
- Служащий страховой компании
- Кассир-операционист
- Специалист бэк-офиса
- Ассистент в сфере недвижимости
- Кассир обменного пункта
- Финансовый менеджер
- Аналитик мидл-офиса
- Финансовый консультант
- Трейдер по ценным бумагам
- Офисный служащий
- Администратор бэк-офиса на финансовых рынках
- Менеджер по работе с клиентами банка