Operations Associate
Company: Fisher Investments
Location: Wylie
Posted on: May 12, 2022
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Job Description:
As a Operations Associate on our Quality Control team, you are
at the center of our Private Client Group's support system. You
will review accounts for all of our US, UK and Canadian clients to
ensure for quality and accuracy. In this role 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 act as the last line of
defense in protecting our clients and the firm! 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: 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 prior to
trading Get a 360-degree view and gain invaluable insight into
various departments by helping you gain exposure and prepare for
future roles Your Qualifications: Bachelor's degree or equivalent
combination of education and experience Advanced level of
organizational skills and ability to restructure based on priority
Produce quality work within a target timeline Maintain client focus
and find appropriate solutions when faced with ambiguity Why Fisher
Investments: At Fisher Investments, we work for a bigger purpose:
bettering the investment universe. From unmatched service to unique
perspectives on investing, 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 9 paid holidays 8 weeks paid
Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better. Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Wylie , Operations Associate, Other , Wylie, Texas
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