Client Operations Administrator
Fisher Investments London, United Kingdom Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual who is looking to start their career in the investment management industry.
The Opportunity: Client Operations Administrators perform several tasks including sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.
The Day-to-Day:
Process and edit electronic documents and attachments using multiple types of software Review inbound packages/documentation to classify by group and recipient Use image scanner to scan firm documentation into internal storage system Open and sort daily mail received from various postal services and couriers Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process Prepare outbound packaging of documentation to multiple external individuals/companies Work closely with Client Services, Sales and other groups regarding how documentation is handled Prepare reports using Access and Excel for notification of external groups Complete on-request, document retrieval, review, and filing projects Maintain coding of document templates for firm use Contribute to group/firm wide projects on an ongoing basis Your Qualifications:
Commitment to maintain quality of work while sticking to a timeline Comfort working in an environment that values collaboration Desire to build a career in the investment management industry Manage complexity and coordinate across several departments under strict timelines Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000* fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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Fisher Investments London, United Kingdom Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual who is looking to start their career in the investment management industry.
The Opportunity: Client Operations Administrators perform several tasks including sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.
The Day-to-Day:
Process and edit electronic documents and attachments using multiple types of software Review inbound packages/documentation to classify by group and recipient Use image scanner to scan firm documentation into internal storage system Open and sort daily mail received from various postal services and couriers Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process Prepare outbound packaging of documentation to multiple external individuals/companies Work closely with Client Services, Sales and other groups regarding how documentation is handled Prepare reports using Access and Excel for notification of external groups Complete on-request, document retrieval, review, and filing projects Maintain coding of document templates for firm use Contribute to group/firm wide projects on an ongoing basis Your Qualifications:
Commitment to maintain quality of work while sticking to a timeline Comfort working in an environment that values collaboration Desire to build a career in the investment management industry Manage complexity and coordinate across several departments under strict timelines Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000* fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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