Private Client Onboarding Administrator
Skills
About the role
Overview:
The Opportunity:
The Private Client Onboarding Administrator provides operational support to a team of Onboarding Associates, Private Client Advice Analysts (PCA Analyst) and Private Client Directors/ Executives (PCD/Es) in providing regulated and suitable advice to prospective and existing clients of Fisher Investments and FIE. The purpose of this advice is to help clients meet their long-term goals and objectives. In order to achieve this, an Administrator will carry out a variety of core and ad-hoc administrative tasks. This includes, but is not limited to, producing materials for prospective client meetings, organizing and inputting data for the analysis of prospective client investment portfolios and generating cash flow simulations, following up with third party providers and processing prospective client documents.
The Day-to-Day:
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 information for inclusion in client reports.
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 as needed in performing any additional ad-hoc tasks required to support the department.
Your Qualifications:
A University degree or equivalent combination of education/experience.
Commitment to maintain quality of work whilst sticking to a timescale.
Strong oral and written communication skills.
Goal oriented, responsible, accountable, and self-motivated.
Highly reliable and eager to work in a collaborative environment to support high-volume output with accuracy.
Desire to build a career in the investment management industry.
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an 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
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
Questions about this role
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