• UK - Document Processing Technician (2018-6770)

    Location UK-London
    Job ID
  • Overview

    UK Document Processing Technician


    Fisher Investments UK is a fast growing investment firm serving the needs of high-net-worth individuals in the UK. We are part of the global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual to join our London team as a Document Processing Technician.


    Document Processing Technicians carry out a very important firm function by processing a wide variety of incoming documentation quickly and efficiently. This includes, but is not limited to, sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents, and assisting with outbound mailings.  Periodically, Document Technicians assist with additional document archiving and classification, as well as other Client Operations projects.




    • Process and edit electronic documents and attachments via multiple types of software
    • Review inbound packages/documentation to classify by group and recipient
    • Use image scanner to scan firm documentation into internal storage system
    • Open and sort daily mail received from various postal services and couriers
    • Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
    • Prepare outbound packaging of documentation to various external individuals/companies
    • Interact with Client Services, Sales and other groups in regard to how documentation should be handled
    • Prepare reports via Access and Excel for notification of external groups
    • Complete on-request, document retrieval, review, and filing projects
    • Create and update coding of document templates for firm use



    • Knowledge of Microsoft Office and ability to learn new software programs
    • Strong organizational and time management skills
    • Strong attention to detail
    • Track record of strong work ethic
    • Ability to handle multiple responsibilities simultaneously and take initiative

    The information on your CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy#careers.