Licensed Mental Health Counselor
Clagam Global Solutions, LLC
Client Operations Administrator
Fisher Investments
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
- The role will involve physical tasks, including lifting and moving materials
- Contribute to group/firm wide projects on an ongoing basis
Requirements
- Commitment to maintain quality of work while sticking to a timeline
- Comfort working in an environment that values collaboration
- Desire to build a career in the investment management industry
- Manage complexity and coordinate across several departments under strict timelines
