Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Sort and manage documentation, collaborate with teams, and prepare reports using Access and Excel.
- Company: Join a leading investment management firm focused on client-first service.
- Benefits: Enjoy 28 days annual leave, health benefits, and a supportive work environment.
- Why this job: Kickstart your career in investment management while making a real impact.
- Qualifications: Strong commitment to quality work and ability to thrive in a collaborative setting.
- Other info: Dynamic role with opportunities for growth and ongoing training.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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
Responsibilities
- Open and sort daily mail from various postal services and couriers
- Uncover intended recipient of documents, determine if urgent notification is required, and initiate routing
- 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
- Perform physical tasks, including lifting and moving materials
- Contribute to group/firm wide projects on an ongoing basis
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
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
The Opportunity
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 Day-to-Day
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
#J-18808-Ljbffr
Client Operations Administrator employer: Fisher Asset Management, LLC
Contact Detail:
Fisher Asset Management, LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Operations Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the investment management industry, especially those who work at Fisher Investments. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by practising common questions related to client operations. Think about how your skills align with sorting documentation and collaborating with teams. We want you to shine!
✨Tip Number 3
Show off your tech skills! Brush up on Access and Excel, as these are key tools for the role. Being able to demonstrate your proficiency can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Operations Administrator
Some tips for your application 🫡
Show Us Your Organisational Skills: In your application, highlight your ability to manage and sort documentation efficiently. We want to see how you can keep things organised, just like you'll be doing in the role!
Be Clear About Your Collaboration Experience: Since this role involves working closely with various teams, make sure to mention any past experiences where you've collaborated effectively. We love a team player!
Demonstrate Your Attention to Detail: When filling out your application, pay attention to the details! This role requires precision, so show us that you can spot the little things that matter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Fisher Asset Management, LLC
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Operations Administrator. Familiarise yourself with tasks like sorting mail, preparing outbound documentation, and using software like Access and Excel. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role involves managing multiple tasks under strict timelines, be ready to discuss your organisational strategies. Prepare examples from your past experiences where you successfully handled complex projects or collaborated with different teams. This will highlight your ability to thrive in a collaborative environment.
✨Prepare for Practical Questions
Expect questions that assess your problem-solving skills and ability to handle physical tasks. Think about scenarios where you had to lift or move materials, and how you approached those situations. Being prepared with specific examples will help you stand out as a candidate who can handle the job's physical demands.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your career goals.
