Client Operations Administrator

Fisher Investments; London; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading investment firm in London is looking for a Client Operations Administrator to manage documentation tasks, collaborate with various teams, and ensure efficient workflow. The ideal candidate should be keen on building a career in investment management and excel in a collaborative environment. The firm offers comprehensive benefits including health plans, generous leave policies, and ongoing training opportunities.

Benefits

100% paid premiums for health plans

28 days annual leave, with options to purchase additional

Enhanced maternity pay package

$10,000 family-forming benefit

Retirement pension plan with company contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Responsibilities

• Process and edit electronic documents using various software.
• Review inbound packages to classify by group and recipient.
• Scan documentation into the internal storage system.
• Open and sort daily mail from postal services.
• Prepare outbound documentation for external individuals.
• Contribute to group-wide projects on an ongoing basis.

Skills

Commitment to maintain quality of work

Comfort working in a collaborative environment

Desire to build a career in investment management

Ability to manage complexity

Job description

Overview

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
• The role will involve physical tasks, including lifting and moving materials
• 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

Note: 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