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Permanent

Client Operations Administrator

Middlesex
money-bag 10000-500000 Annual
Posted Yesterday

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 ..... full job details .....

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