Correspondence Communications Coordinator
Company: Fisher Investments
Location: Tarpon Springs
Posted on: May 12, 2022
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Job Description:
As a Correspondence Communications Coordinator, you will help
protect Fisher Investments from potential risk, draft custom
communications, and use your creativity to resolve unique client
situations. The Opportunity: We aim to provide solutions that are
optimal for our clients, the firm, and our employees. You will
develop and expand upon your writing skills, risk analysis and
portfolio management. Given your range of responsibilities, you'll
grow into the position over time, earning more development
opportunities by demonstrating situational adaptability. You will
report directly to your Team Leader, who will aide in your future
professional development. The Day-to-Day: Draft custom written
correspondence, including template and free-form letters tailored
to a client's specific situation Create custom Letters of
Instructions (LOIs) to aid clients in complex portfolio requests
Collaborate with nearly every department in the firm and develop an
extensive internal network Compose detailed elevations for
management review Independently investigate client situations and
requests, identify and advise on solutions, and oversee resolution
through communication and coordination with multiple related
parties Your Qualifications: Bachelor's degree or equivalent
combination of education and experience Advanced level of detail
orientation and a willingness to adapt to changing priorities A
strong interests in collaborating across various departments while
developing written communication skills Interpersonal savvy with
refined written and verbal communication skills 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, Clearwater , Correspondence Communications Coordinator, Other , Tarpon Springs, Florida
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