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Client Administrative Assistant

Company: Fisher Investments
Location: Dallas
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, Dallas , Client Administrative Assistant, Other , Dallas, Texas

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