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Operations Associate

Fisher Careers - Sydney, NSW

Banking & Finance
Source: uWorkin


As an Operations Associate you will support the launch of Fisher Investments in Australia and quickly build your brand and network across the firm. You will process a variety of incoming documents and ensure consistency of communication and unparalleled service by working with managers to mitigate risks to the business and our clients. Our collaborative team will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments.

The broad scope of this role provides an excellent platform for those that hope to build scalable skills in financial services. You will report directly to the Client Service and Sales Support Manager who will aid in your professional development.

The Day-to-Day:

  • Work with client-facing employees across all departments and countries to ensure all external email communication is compliant, accurate, and professional
  • Learn and stay up to date with national and international regulatory requirements. Work with managers to recognize and mitigate risk
  • Identify and report time-sensitive inbound client emails to senior management to ensure they are addressed promptly
  • Review and summarize client responses for senior management to measure client sentiment
  • Review inbound packages/documentation to classify by group and recipient
  • Use image scanner to scan firm documentation into internal storage system
  • Process and edit electronic documents and attachments with multiple types of software
  • Prepare reports through Access and Excel (can maintain complex spreadsheets) for external groups
  • Maintain coding of document templates for firm use

Your Qualifications:

  • A University degree or equivalent combination of education and experience
  • At least 2 years of experience in an operational or back-office capacity within the asset/wealth management industry
  • Commitment to maintain quality of work while sticking to a timeline
  • Project management experience and capacity to prioritize based on priority
  • You are engaging and can connect with a wide array of audiences by phone and email


  • 20 days of annual leave, plus bank holidays
  • Comprehensive healthcare plan, Complete Gold Hospital plus Business 80 plan through GU Health (Fisher pays the Base Tier subsidy based on your family status and location)
  • Superannuation, default fund CareSuper
  • Mental health and wellness tools including AXA Employee Assistance Programme and Ginger coaching services
  • Reimbursement for annual flu vaccination

Why Fisher Investments Australia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

Today, Fisher Investments manages over $150 billion in client assets, including over $115 billion in assets for nearly 90,000 high-net-worth investors across 14 countries in Europe and North America. We are a privately held firm interested in helping as many clients as we possibly can and building long-term value—not short-term profits.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. As a Client Service Associate, you will be at the frontier of this expansion. You will join our Global workforce of 3,500+, and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

Personal Information Collection Statement:

As part of recruiting and hiring employees, Fisher Investments Australasia Pty Ltd (ACN 159 670 667) collects personal information. This collection is authorized by and, in some cases, required by Australian law. We obtain personal information directly from individuals and from third parties, such as professional recruiters. An individual’s personal information will be used and disclosed in accordance with this statement and our Privacy & Cookie Policy, available at https://www.fisherinvestments.com/en-au/privacy. Sensitive information, such as health or criminal information will only be collected with consent. In some cases, refusal to authorize the collection of sensitive information, such as through a background check, may impede the recruitment and hiring process, including potentially preventing employment. We disclose personal information to other parties in accordance with our Privacy & Cookie Policy. Some of these third parties are service providers located outside of Australia, including our parent company in the United States. Our Privacy & Cookie Policy contains information about how individuals may access and seek correction of their personal information, how individuals may complain about a breach of privacy, and how we will deal with that complaint.


Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Investments. Investing in equities and other financial products involves the risk of loss.