![Fisher Investments](https://media.trabajo.org/img/noimg.jpg)
Client Operations Administrator
4 weeks ago
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 Contribute to group/firm wide projects on an ongoing basisYour 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 timelinesWhy 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 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 eventsWe 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 Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We have other current jobs related to this field that you can find below
-
2nd Line IT Support Engineer
1 month ago
London, Greater London, United Kingdom Client Full time2nd Line IT Engineer Wandsworth 6-week contract Inside IR35 (potential to be extended) £200 - £300 per day - Dependent On ExperienceExcellent opportunity for a 2nd line support engineer to join a prestigious School on a short term 2 month rolling contract with the potential to be extended.This company are a well-established, dynamic and ambitious Sixth...
-
Administration & Operations Manager
1 week ago
London, Greater London, United Kingdom Brevere Group Full timeAre you an accomplished Administration and Operations specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues in a leadership role whilst playing a key role in the development of the service offering? Are you looking for a professional...
-
Operations Administrator
10 hours ago
London, Greater London, United Kingdom The Duke of Edinburgh's International Award Foundation Full timeWe are currently looking for an Operations Administrator to join us at The Duke of Edinburgh's International Award Foundation. Not all learning happens in the classroom. In fact, some of life's most valuable lessons happen in the least likely of places.This is where The Duke of Edinburgh's International Award (the Award) comes in.Founded nearly 70 years ago,...
-
Operations Administrator
2 months ago
London, Greater London, United Kingdom High Trees Community Development Trust Full timeHigh Trees are a charity working across 5 thematic service delivery areas and teams (Education and Training, Employment and Careers, Children, Young People and Families, Community Action and Research and Sector Support). All our work is held together by our Operations team, who provide the support and structure that allows all of our service delivery to take...
-
Client Operations
5 days ago
London, Greater London, United Kingdom Macquarie Group Full timeThis is an exciting opportunity to join the Commodities and Global Markets business group, in our newly established Client Operations function. You will be utilising your Know Your Customer (KYC) and stakeholder engagement experience gained in financial services and join a high performing team, engaging with end-to-end stakeholders. At Macquarie, we are...
-
Client Services and Operations Assistant
1 month ago
London, Greater London, United Kingdom Queen Mary University of London Full timeAbout the RoleThe Client Services and Operations Assistant post is part of the Content and Operations Team, and will play a key role in providing frontline services to students and recent graduates. Responding to queries in person, over email and by phone, they will signpost enquiries to the most appropriate service or information resource, booking...
-
Operations Administrator in London)
1 month ago
London, Greater London, United Kingdom Career Kinetics Limited Full timeSalary: 25, ,000 Hours: Full-time or Part-time (35 or 21 hours per week) Location: High Trees, 220 Upper Tulse Hill, SW2 2NS (office-based role) Job description High Trees are a charity working across 5 thematic service delivery areas and teams (Education and Training, Employment and Careers, Children, Young People and Families, Community Action and Research...
-
Client Operations Executive
7 days ago
London, Greater London, United Kingdom JAC Recruitment UK Full timeLocal leading International Travel Agency is seeking for a Japanese speaking client operations executive. Position: Client Operations Executive (Japanese Speaking)Contract: Permanent Monday-Friday 9:00~17:30 (Hybrid work is allowed after probation and upon agreement with line manager.) Location: Central LondonSalary: 28K~33K GBP (Depending on your...
-
Operations and Communications Administrator
3 weeks ago
London, Greater London, United Kingdom Home-Start Barnet Full timeThis exciting role offers a fantastic opportunity for an aspiring and multi-talented individual to develop their career in a charity that is passionate about families with young children. We're looking for someone who is a natural communicator, who can use different social and creative media to get our message across to different stakeholders, whilst...
-
Research Operations Administrator
2 months ago
London, Greater London, United Kingdom Imperial College London Full timeLocation: South Kensington CampusJob SummaryWe are seeking to appoint a Research Operations Administrator to join the Department of Life Sciences. Reporting to the Departmental Manager (Research) and working closely with departmental administrators, you will play a key role in the provision of a professional administrative support service. This position...
-
VIP Client Services/Sales Administrator
3 weeks ago
London, Greater London, United Kingdom fashionunited Full timeJune 27, VIP Client Services/Sales Administrator (FT) London Limelight Nova is a leading Fashion Concierge company with offices in the centre of London. For over 15 years Limelight Nova has been instrumental in Fashion and Luxury Lifestyle industries providing services for some of the most prominent international celebrities and VIP clients and working with.
-
Client Accounting Manager
2 months ago
London, Greater London, United Kingdom Ameriprise Full timeThis role sits within the Real Estate and Infrastructure Operations Team. Your responsibilities would include management of a team of direct reports. You will be primarily responsible for ensuring that all operational aspects of the Infrastructure fund(s) run efficiently, working with various internal and external stakeholders including the Investments Team....
-
Operations Administrator
3 weeks ago
London, Greater London, United Kingdom The Francis Crick Institute Full timeLocation: The Francis Crick Institute, Midland Road, LondonShort summaryThe Administrator will play a key role in supporting the needs of the science at the Crick. As part of a team, you will provide comprehensive administrative support to the science across the Institute. The role will be pivotal in ensuring all scientists, and science related teams, at the...
-
Client Support
2 months ago
London, Greater London, United Kingdom Mercer Full timeClient Support - Financial Planning - Mercer - LondonWe have a fantastic opportunity for an experienced administrator who has experience working for an Independent Financial Advisor to join our Mercer Financial Planning team. The team consists of 175 employees across the UK, offering a number of solutions that can be either face-to-face financial planning...
-
Private Client
3 weeks ago
London, Greater London, United Kingdom Farrar Levin Legal Recruitment Full timeDirectories-listed Private Client department at this London law firm is looking to recruit two Private Client (Wills Tax Trusts) lawyers – one of 0 to 2 years' PQE and the other of 3 or more years' PQE. The Private Wealth team provide advice on UK and international tax and estate planning, trusts and trust administration, landed estates and immigration....
-
Wholesale Administration
7 days ago
London, Greater London, United Kingdom House of Sunny Full timeHouse of Sunny is looking for a Wholesale Administrator to join their team. The main responsibility will be to support the Wholesale team and key wholesale customers worldwide with administrative tasks and customer service to ensure client satisfaction at all times. RESPONSIBILITIES Support the Wholesale team and wholesale customers worldwide throughout the...
-
Administrator
2 weeks ago
London, Greater London, United Kingdom 4Recruitment Services Full timeWe are currently looking for a Administrator. You will be working in Glasgow (G73). This is looking to start ASAP. Monday - Friday 09:00am - 17:00pm Temp Contract - Ongoing Pay rate - 12ph paye Job PurposeTo work closely with the client and Operations teams to support managers and supervisors in their dealings with the rest of the business To liaise with...
-
Tele sales Executive
2 months ago
London, Greater London, United Kingdom Client 1 Full timeTele Sales Executive (Water Management) Central London (Remote Working Options) £30,000 + Commission + Progression Opportunities + Company BenefitsAn excellent opportunity for a Tele sales Executive with a background in business to business sales looking to join a market leading company where you will play a key role in their expansion whilst having the...
-
Operational Support
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial ServicesLondon10/02/2023Type of Position: Operational Support - LondonPay: Up to £30kOperational Support - London:Our client based in Finchley, London is looking for an Operational Support Administrator to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing...
-
Senior Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Recruitment South East Full timeFinancial Planning Support Administrator The Financial Planning Support Administrator is responsible for providing comprehensive administrative and operational support to the financial planning team. This role ensures efficient client onboarding, account management, data maintenance, report generation, and overall client service delivery.Key...