Financial Operations Coordinator

3 weeks ago


London, Greater London, United Kingdom Fisher Investments Full time
Job Overview

We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Fisher Investments Europe. As a key member of our client support team, you will play a critical role in ensuring the smooth operation of our financial processes.

This is an exciting opportunity for someone who is passionate about finance and is looking to start their career in the investment management industry.

About You
  • You have a strong commitment to quality and attention to detail
  • You are comfortable working in a fast-paced environment with multiple priorities and deadlines
  • You possess excellent communication and interpersonal skills, with the ability to work effectively with colleagues and clients
  • You have a basic understanding of financial concepts and terminology, with a desire to learn and develop your knowledge further
The Role

As a Financial Operations Coordinator, your responsibilities will include:

  1. Processing and editing electronic documents and attachments using various software applications
  2. Reviewing inbound packages and documentation to classify and route them accordingly
  3. Scanning and storing physical documents in our internal systems
  4. Preparing and sending outbound mailings and packages to clients and other external parties
  5. Collaborating with Client Services, Sales, and other teams to ensure seamless communication and coordination
  6. Providing administrative support to the team, including data entry, reporting, and document retrieval
What We Offer
  • A competitive salary of £30,000 - £40,000 per annum, depending on experience
  • A comprehensive benefits package, including health insurance, annual leave, and pension scheme
  • Ongoing training and development opportunities to help you grow your career in finance
  • A collaborative and dynamic work environment, with a focus on teamwork and employee well-being
Why Join Us?

Fisher Investments Europe is a leading provider of investment management services, with a global reputation for excellence and integrity. Our team is passionate about delivering exceptional results for our clients, and we are committed to providing a supportive and inclusive work environment that fosters growth and development.



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