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About the Role

The Private Client Onboarding Administrator provides operational support to Onboarding Associates, Private Client Advice Analysts, and Private Client Directors/Executives. This role supports the delivery of regulated and suitable advice to clients, helping them achieve their long-term goals through various administrative tasks.

Responsibilities

• Input data to generate Morningstar fund mappings.
• Input data to generate cash flow simulations.
• Use MS Word, Excel, Adobe, and PowerPoint to format and produce client report information.
• Upload, mail, and pre-fill client documentation.
• Follow up with third-party providers to confirm receipt of client letters of intent to obtain information.
• Assist with additional ad-hoc tasks to support the department.

Requirements

• Commitment to maintaining work quality within specified timescales.
• Strong oral and written communication skills.
• Goal-oriented, responsible, accountable, and self-motivated.
• Highly reliable and eager to work collaboratively in a high-volume, accuracy-focused environment.
• Desire to build a career in the investment management industry.

Skills

• MS Word
• Excel
• Adobe
• PowerPoint

Location

• In-office

Work Type

• Full-time
• Hybrid (potential)

Experience Level

• Entry-level

Education Level

• University degree or equivalent combination of education/experience

Benefits

• 100% paid premiums for supplemental medical, dental, and annual health screening plans for employees and dependents.
• 28 days annual leave, with the option to purchase up to 3 additional days per year.
• Up to 8 paid holidays.
• Enhanced maternity pay package.
• $10,000 equivalent fertility, hormonal health, and family-forming benefit.
• Retirement pension plan with a 9% company contribution and up to 5% company match.
• Gym subsidy of up to £50 per month.
• Employee Assistance Program and other emotional wellbeing services.
• Collaborative working environment with ongoing training, educational support, and employee appreciation events.

About the Company

• The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
• Fisher Investments Europe aligns with clients’ best interests using a simple and transparent fee structure and recognised European custodians.

Equal Opportunity

• FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER