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Client Operations Administrator

Fisher Investments UK London, United Kingdom
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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
  • 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

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


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