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- Tasks: Join us as a Client Operations Administrator and support our investment management team.
- Company: Fisher Investments Europe, a fast-growing investment firm with a client-first approach.
- Benefits: Enjoy 28 days annual leave, health benefits, gym subsidy, 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 a desire to collaborate across teams.
- Other info: Dynamic role with opportunities for ongoing training and career growth.
The predicted salary is between 28800 - 43200 £ per year.
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:
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Process and edit electronic documents and attachments using multiple types of software
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Review inbound packages/documentation to classify by group and recipient
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Use image scanner to scan firm documentation into internal storage system
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Open and sort daily mail received from various postal services and couriers
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Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
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Prepare outbound packaging of documentation to multiple external individuals/companies
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Work closely with Client Services, Sales and other groups regarding how documentation is handled
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Prepare reports using Access and Excel for notification of external groups
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Complete on-request, document retrieval, review, and filing projects
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Maintain coding of document templates for firm use
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The role will involve physical tasks, including lifting and moving materials
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Contribute to group/firm wide projects on an ongoing basis
Your Qualifications:
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Commitment to maintain quality of work while sticking to a timeline
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Comfort working in an environment that values collaboration
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Desire to build a career in the investment management industry
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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
Client Operations Administrator employer: Fisher Investments
Contact Detail:
Fisher Investments 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 at Fisher Investments Europe. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Fisher Investments Europe, their values, and how they operate. This will help you show that you're not just another candidate but someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions related to client operations and your ability to handle multiple tasks under pressure. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Fisher Investments Europe family.
We think you need these skills to ace Client Operations Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Operations Administrator role. Highlight any relevant experience or skills that match the job description, like document management or teamwork. We want to see how you fit into our culture!
Show Your Enthusiasm: Let your passion for the investment management industry shine through in your application. Share why you're excited about this opportunity at Fisher Investments Europe and how you see yourself growing with us. A little enthusiasm goes a long way!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate a well-structured application that’s easy to read, so make sure your key points stand out!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it gets to the right people. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at Fisher Investments
✨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 document processing and mail sorting, as well as the software mentioned in the job description. This will help you demonstrate your enthusiasm and readiness for the role.
✨Showcase Your Organisational Skills
Since this role involves managing multiple documents and deadlines, be prepared to discuss your organisational skills. Think of examples from your past experiences where you successfully managed complex tasks or projects. This will show that you can handle the demands of the position.
✨Emphasise Teamwork and Collaboration
Fisher Investments values collaboration, so be ready to talk about your experience working in teams. Share specific instances where you contributed to group projects or worked closely with others to achieve a common goal. This will highlight your ability to fit into their team-oriented culture.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company and the role. Ask about the team dynamics, ongoing projects, or opportunities for growth within the investment management industry. This shows your genuine interest and helps you assess if the company is the right fit for you.
