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About the Role
Fisher Investments Europe is seeking a motivated individual to start their career in the investment management industry. This role involves performing various administrative tasks within Client Operations, reporting to the team manager, and contributing to group projects.
Responsibilities
- Process and edit electronic documents and attachments using multiple software types.
- Review inbound packages and documentation to classify by group and recipient.
- Scan firm documentation into the internal storage system using an image scanner.
- Open and sort daily mail received from various postal services and couriers.
- Identify document recipients, determine urgency, and initiate the routing process.
- Prepare outbound packaging of documentation for external individuals and companies.
- Collaborate with Client Services, Sales, and other groups on documentation handling.
- 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 and firm-wide projects.
Requirements
- Commitment to maintaining work quality while adhering to timelines.
- Comfort working in a collaborative environment.
- Desire to build a career in the investment management industry.
- Ability to manage complexity and coordinate across departments under strict timelines.
Location
- In-office
Work Type
- Full-time
- Hybrid (potential eligibility)
Experience Level
- Entry-level
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 with 16 weeks' top-up to full base pay for eligible employees.
- $10,000 equivalent fertility, hormonal health, and family-forming benefit (local currency for non-US employees).
- Retirement pension plan with a 9% company contribution of base pay.
- 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.
- Collaborative working environment with ongoing training, educational support, and employee appreciation events.
About the Company
- Fisher Investments Europe is a fast-growing investment firm serving high-net-worth individuals across Europe.
- Part of a global asset management organization with significant growth over the past decade.
- The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing.
- Aligns with clients’ best interests using a simple and transparent fee structure and recognized European custodians.
Equal Opportunity
- Fisher Investments Europe is an equal opportunity employer.