About the role
Overview:
Your Opportunity:
In the role of Client Operations Administrator, you will take on a variety of tasks. These include sorting packages and documents, scanning and forwarding physical and electronic documents, preparing materials for filing and archiving, and maintaining documents. Additionally, you will support incoming and outgoing mail. If necessary, you will also be involved in other department projects as an administrator in the Client Operations area.
The Day-to-Day:
- Processing and preparing electronic documents and attachments using various software applications
- Reviewing incoming shipments and documents for classification by groups and recipients
- Digitizing documents using a scanner for storage in the internal system
- Opening and sorting daily mail from various postal and courier services
- Identifying intended recipients, checking for urgency, and initiating forwarding
- Preparing documents for dispatch to external individuals and companies
- Creating various reports to notify external parties
- Conducting projects for document research, verification, and filing upon request
- Maintaining the coding of document templates for internal use
- Continuous participation in group or company-wide projects
Your Qualifications:
- Completed commercial training or equivalent
- Good knowledge of MS Office programs
- A positive and service-oriented demeanor combined with a high level of initiative and initial experience in customer contact is desirable
- Proactive and solution-oriented working style
- Outstanding organizational skills, flexibility, and commitment
- Fluent English skills
Our Offer:
The global Fisher organization is characterized by placing clients at the center, providing excellent service, and pursuing a personal investment approach. Our clients can rely on us to pursue their best interests with a transparent fee structure and recognized European custodians.
It is the people who make us who we are. To help our employees achieve their long-term goals, we offer a range of benefits, including:
- 30 days of vacation and up to 10 paid holidays per year, depending on the state and calendar
- Up to $10,000 for family-building measures
- A company pension scheme with a 100% contribution match to your pension contributions (maximum 2% of the BBG/DRV in 2025) as well as an additional pension plan with a 5% employer contribution of your base salary up to the contribution assessment limit and 9% of your salary components that exceed the contribution assessment limit
- Health app with access to unlimited and confidential on-demand resources for emotional health around the clock
- Up to €90 monthly reimbursement of commuting costs from your residence to work
- Up to €75 monthly reimbursement of meal costs
- A monthly voucher of €20 at various retailers
- A collegial environment with continuous training and development opportunities as well as regular events to appreciate our employees
- Employees residing outside the USA are entitled to the equivalent of $10,000 in their local currency.
FISHER INVESTMENTS GmbH IS AN EQUAL OPPORTUNITY EMPLOYER
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