Client Administrative Assistant
Company: Fisher Investments
Location: Arlington
Posted on: September 20, 2023
Job Description:
The Opportunity: -As a Client Administrative Assistant you will
be the first voice a client hears when they call in. You will
oversee many of our clients biggest needs, assisting them with
their daily financial and operational needs. You'll also work with
many specialized teams within Fisher Investments to make sure every
client has the support they need to meet their financial goals. You
will be placed on a team with other Client Administrative
Assistants supporting a dedicated group of Investment Counselors
and the clients that are on their rosters. You will report directly
to your manager who will aid in your training and career
development. -The Day-to-Day:
- Support the heart of our Private Client Group, working directly
with Senior and Associate Investment Counselors to make sure each
client has everything they need
- Assess inbound calls and emails from clients, handling things
personally where you can, and getting them to the right person when
you can't
- Support the Senior Investment Counselors by proactively
scheduling client calls or meetings where appropriate
- Work directly with internal departments to fulfill our clients
operational requests while being an advocate for the client along
with internal and external stakeholders -Your Qualifications:
- 1+ year of experience in an Operational, Administrative,
Receptionist, Office Manager or related position
- Comfort delegating work up to more senior employees
- Ability to work in a fast passed environment following
directions from multiple stakeholders
- Advanced level of organizational skills and ability to
restructure based on priorityWhy Fisher Investments: -We work for a
bigger purpose: bettering the investment universe. We take great
pride in our inclusive culture, our learning and development
framework customized for every employee, and our Great Place to
Work Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like:
- 100% paid medical, dental and vision premiums for you and your
qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3
days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary
Caregiver leave, adoption assistance and back-up child careFISHER
INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Arlington , Client Administrative Assistant, Other , Arlington, Texas
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