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Client Operations Administrator

London, United Kingdom
Operations
10703

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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.

 

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
  • Candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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% 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 the ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two Pension Contributions methods to choose from
  • Monthly gym subsidy and Cyclescheme programme
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Voluntary worldwide business and leisure travel insurance, including winter sports
  • Two Wellness Programmes (free, confidential and available 24/7)
  • Enhanced maternity pay subject to 12-months continuous service
  • 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!

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

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

 

 

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