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Operations Associate

Company: Fisher Investments
Location: Camas
Posted on: May 12, 2024

Job Description:

As an Operations Associate on our Quality Control team, you are at the center of our Private Client Group's support system. You will 360-degree view and gain invaluable insight into various departments by helping you gain exposure and prepare for future roles at Fisher Investments.

The Opportunity:

You will review accounts for all of our US, UK and Canadian clients to ensure for quality and accuracy. You will work quickly to identify issues, prevent errors, and ensure there have been zero deviations from standard procedure. By ensuring accounts are compliant and set up correctly, you will be the last line of defense in safeguarding our clients and us! You will report directly to your manager, whom will work with you hands-on during training and aid in your future professional development.

The Day-to-Day:

  • You will work with client-facing employees across multiple departments and countries to ensure accounts are set up accurately
  • Ensure appropriate operational steps are completed, compliant and follow all rules and regulations
  • Learn and stay up-to-date with national and international regulatory requirements
  • Work with managers to recognize and mitigate risk
  • Elevate discrepancies and regulatory concerns to departments firm-wide to prevent errors
  • Develop solutions with teams firm-wide to resolve issues before trading
    Your Qualifications:
    • Bachelor's degree or equivalent combination of education and experience
    • You excel in adapting to changing priorities
    • Produce quality work within a target timeline
    • Maintain client focus and find appropriate solutions when needed
      • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
      • Eligible for a discretionary bonus based on firm and individual performance
        Why 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 care
        • $10,000 fertility, hormonal health and family-forming benefit

Keywords: Fisher Investments, Portland , Operations Associate, Other , Camas, Oregon

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