Client Operations Administrator - London
Only for registered members London, United Kingdom
2 weeks ago
* This salary range is an estimation made by beBee
Job summary
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
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.
Responsibilities
- 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
Job description
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