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Client Operations Administrator - Entry Level (2019-8371)

London, United Kingdom
Operations
2019-8371

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Job Description

Overview

Fisher Investments International 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.

 

Client Operations Administrators carry out and wide variety of tasks including but not limited to; sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. 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 via 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 various external individuals/companies
  • Interact with Client Services, Sales and other groups in regard to how documentation should be handled
  • Prepare reports via Access and Excel for notification of external groups
  • Complete on-request, document retrieval, review, and filing projects
  • Create and update coding of document templates for firm use
  • Contribute to group/firm wide projects on an ongoing basis

Qualifications:

  • Knowledge of Microsoft Office and ability to learn new software programs
  • Desire to build a career in the investment management industry
  • A positive, enthusiastic attitude and willingness to learn
  • Strong organizational and time management skills
  • Strong attention to detail
  • Track record of strong work ethic
  • Ability to handle multiple responsibilities simultaneously and take initiative   

Why Fisher Investments Europe:

Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.

 

To help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 6% company pension contribution with an additional company match up to 5%
  • Two pension contributions methods to choose from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Cyclescheme programme
  • Voluntary travel insurance (winter and non winter sports option)
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support

The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!

 

By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time by emailing CandidateInfo@fisherinvestments.co.uk. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies at https://www.fisherinvestments.com/en-gb/privacy#careers.

 

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

*Employees responsible for taxes

**Available only to regular full-time employees with at least a 12-month contract

 

 

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