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Client Operations Administrator

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Fisher Investments

Apr 17

Applications are closed

  • Job
    Full-time
    Entry Level
  • Customer Relations
  • London

Requirements

  • 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

Responsibilities

  • 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
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Fisher Investments

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.