Office Manager - Fisher Investments

Overview

Providing excellent customer service doesn’t come from processes, technology or excellent facilities; it comes from people – people like you. We’re looking for an Office Manager for our Irvine, CA location that can embody excellent customer service. If you are looking for an opportunity to join a growing company and enjoy helping individuals, then this might be the right fit for you!

The Opportunity:

Providing excellent customer service doesn't come from processes, technology or excellent facilities; it comes from people – people like you. We're looking for an Office Manager for our Irvine, California location that can embody excellent customer service and play an important part in the growth of our Private Client base. Reporting to the head of our Private Client Support organization, you will help our Regional Vice Presidents with correspondence, appointments and administrative tasks while working with our clients. If you are looking for an opportunity to join a growing company and enjoy helping individuals, then consider applying to our Office Manager role in Irvine, CA!

The Day-to-Day:

• Schedule/coordinate meeting spaces for potential clients, welcome clients, and maintain office calendars
• Answer and screen incoming calls to corporate reception lines
• Route incoming calls to the appropriate party, ensure all calls are answered timely and satisfactorily
• Keep the office tidy, maintain inventory, and handle administrative tasks such as mail, faxing and filing
• Assist our Regional Vice Presidents with correspondence, appointments, and administrative tasks
• Maintain awareness of vendors or non-client persons in office area
• Handle administrative and operational responsibilities that support team goals, and assist with a variety of special projects

Your Qualifications:

• 2+ years of office management, reception, or similar work experience
• Professional and engaging communication
• Comfortable supporting various personnel and leadership
• Familiarity with Word, Excel, Outlook
• Maintain composure and presence of mind when working with volatile customers
• Strong professional orientation towards client service
• Instills confidentiality and trustworthiness
• Display ownership and autonomy independently
• Exceptional organization and time management skills

Compensation:

• $50,000 - $80,000 base salary per year in the state of CA - New hires should expect to start at the lower end of the range depending on experience
• Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays 
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
• $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER