• UK - Document Processing Technician (2018-7172)

    Location UK-London
    Job ID
  • Overview

    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.


    The Day-to-Day:

    • 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

    Why Fisher Investments Europe:

    Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised Europian custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.


    To help our employees meet their long-term goals, we offer an array of benefits, including:

    • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
    • 25 days annual leave
    • Two pension contributions methods to choose from
    • Interest-free season tickets available for purchase upon six months of employment**
    • Cyclescheme programme
    • A supportive, collaborative working environment
    • Employee appreciation events
    • Ongoing training and educational support


    The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!


    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.




    *Employees responsible for taxes

    **Available only to regular full-time employees with at least a 12-month contract